Transcript Family and Money Matters Next Generation

Suggestions
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Intro page with a great photo, your name and either "Media Kit" or "Media/Speaker Support
Document"
Bio Page - Include a short bio (3-4 sentences) and a long bio (3 paragraphs) plus a few photos of
you speaking, at the book signing, etc
Media Page - Include media you've been on, image icons are best and you can also write it out,
and include 2-3 photos of you on TV being interviewed
Speaking Engagements - Include a list of your major talks and a list of the clients/venues you've
spoken in front of; also make sure to add 1-2 photos of you on stage talking (People en Espanol
photos are great)
Contact Information - website, social media links, I would refrain here from giving specific numbers
of social media links because that will continue to increase...you could however, say something like
"reaching a combined social media presence of over ____ thousand as of 2015" OR "reaching tens
of thousands of people in the U.S. and Latin America
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For the 1-sheet what I suggest is:
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Your logo and "Media Kit" or "Media/Speaker Support Document"
Include a short bio (1 paragraph)
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Include media you've been on, image icons are best here and depending on space you can also
write it out
Speaking Engagements (if you're doing a speaking supplement) Include a list of your major talks
and a list of the clients/venues you've spoken in front of
2-3 photos of you. Depending on space, I suggest 1 of your headshots, 1 of you on stage talking
and 1 of you being interviewed.
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Elaine King CFP®
Financial Planning Expert * International Speaker*
Bestselling Author * Social Catalyst
“Live Happier with Healthier Finances”
August 2015
The Family & Money Matters Institute
Created by Elaine King in 2012 in the United States and expanded into Latin America in 2013
(Lima, Peru). Based on 4 pillars: Human, Intellectual, Financial and Social. Seeks to provide
families with tools to help them with their own economic stability.
Our Mission
Our Vision
To promote the importance of
personal finance so that companies
and other institutions invest in
financial education, and provide
stability in Hispanic families.
To be the leading institution
promoting personal finance in the
Hispanic community.
Our Values
• Transparency – in the way we communicate, shifting the mindset of
individuals and their families on personal finance and the value of
money.
• Integrity – by maintaining the highest standards of a socially responsible
organization.
• Creativity – to ensure personal finance education is dynamic and fun.
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About Elaine King (cont’d)
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Award winning author of “Family and Money Matters Next Generation”
and “La Familia y El Dinero Hecho Fácil (Family and Money Made Easy) ”
International keynote speaker, educator and expert in family financial
planning strategies including succession, education and human capital.
Ambassador for the Certified Planner Board of Standards and respected
CFP® professional, Florida Supreme Court Family Mediator and Certified
Family Business Advisor (CFBA™). Her career has taken her across the globe
(living in Austria, Canada, Japan, Mexico and Peru).
Partner and Director of WE Family Offices’ Family Governance and
Education division, 15+ years of expertise includes VP and Director
positions at Bessemer Trust, Royal Bank of Scotland Coutts and Citigroup
Salomon Smith Barney.
Founder and President of Family Money Matters Inc, a 501c(3) IRS Exempt
institute focused on providing financial education for the well being and
sustainability of families.
Education: B.B.A from St. Mary’s University Texas and MBA from
Thunderbird, The Graduate School of Management
Ms. King offers a unique multidisciplinary approach with unparalleled
competency.
Extensive international TV, print, radio and online coverage for her efforts.
A native of Peru, she currently resides in Miami, FL.
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In the Media – Coverage & Exposure
Univision –
Despierta
America
Telemundo
CNN en Español
TV: Interviews, news, talk shows
and commentary
Print: Newspapers and magazines
Digital: Blogs and Social Media
Corporate: Sponsorship and
personalized content
NBC Money Talks
* All materials, workshops and media interviews are available / can be
conducted in English or Spanish
CBS For Your Money
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Speaking Engagements
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We trained more than 2,500 people in 2014, and reached millions of
families in Latin America.
We have created editorial content in English and Spanish for multiple
media and international companies.
We have participated in several conferences and symposiums in Peru,
Panama, Dominican Republic, Colombia, and throughout the U.S.
Our message has been delivered through more than 50 global media
channels (broadcast, cable, digital, print, radio) in the United States,
Central and South America.
Our workshops and books empower families to control and organize
their finances.
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We teach a financial methodology designed and proven to bring
individuals and families together in allowing a better understanding,
control and organization of their finances.
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We are pioneers in the implementation of financial education designed for
individuals and families of all types, in English and Spanish.
Books
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Las Parejas
y El Dinero
Family & Money Matters Next Gen
La Familia y El Dinero, Hecho Facil
Tu Plan de Vida en USA
Children’s Stories: Saltarin, Noor, Nadia and Charlie
Los Colores de Tu Dinero
Trainings/Workshops
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Corporate Train the Trainers
Conferences for all ages (3-hour and day-long)
Conferences for Parents & Women
Customized Educational Workshops
Webinars
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Examples of Workshops & Presentations
United States:
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Teach for America (Miami, FL, 2013) : Workshop for teachers (50 teachers)
Junior Achievement (Miami, FL , 2013) (45 students)
US Embassy of Peru (2014, Government) – (85 employees)
University of Miami (Miami, FL 2015) (150 students)
Colombia:
• ECO Consulting USA (Bogota, 2012): Conference for Directors of Human Resources (60
professionals)
• Universidad Javeriana (Bogota, 2014) (200 students, professionals and professors)
• Asobancaria: Conference (Bogota, 2013) - National Congress of Financial Planning (400
professionals)
Peru:
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PWC (Lima, 2013, Management Consulting – 50 employees)
EY (Lima, 2014 -2015, Consulting) (600 employees)
Oriflame (Lima, 2015, Consumer Products) (300 employees)
Metro Linea Uno (Lima, 2015, Transportation) - (45 managers)
Banco de Credito del Peru (BCP) Lima, 2013 Banking): Presentation of the book Family Money to
the Bank's employees (1,500 people)
• AFP Prima (Lima, 2014 Pension Plans): Presentation 4 strategies for financial independence (650
professionals and students)
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Partners and Sponsors
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