Speaking Engagements

Beata Dragovics is available for speaking engagements and offers educational seminars on a variety of financial planning topics. She can help educate employees on stock grants, stock options, various employer-provided benefits, and more.

Previous Seminar Topics:

The Thriving Workplace Series - The Four Pillars of a Productive Workplace

Upcoming Webinar:
The Thriving Workplace Series - The Four Pillars of a Productive Workplace

Register Here

Hands placing coins in jars with growing trees in them

Essential Steps to Manage Your Money

Maximize Your Compensation and Benefits Package with These Critical Steps

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Computer on a desk- Employee Benifits

Negotiating Your Compensation Package

Financial Strategies for Professional Transitions

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Notebook held open on a desk - Equity Compensation

Tips for Equity Compensation

How to Incorporate It into Your Overall Financial Plan

Older Couple shaking hands with advisor

Making Financial Decisions with a Purpose

1040 Document and Calculator

Year-End Tax Planning

Considerations for Exercising Your Equity Compensation Stock Options

Interested in booking Beata for a speaking engagement?
Please email Ali Moscoffian at  ali@freedomtrailfinancial.com  or call us at 617-247-1115.

Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.

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