Jeanne Thompson
Speaking
For more than a decade I have been speaking professionally to audiences all over the world. I have given hundreds of presentations to thousands of people on topics ranging from financial wellness to total well-being. As a result of my down-to-earth perspective, I am often referred to as one of the most relatable female leaders in corporate America today.
Fantastic On-Stage Experience
My superpower is distilling complex topics into accessible, actionable take-aways. Whether the stage is large or small, I use stories, humor, and relatable examples to educate and inspire the audience. They will leave with a fresh perspective and tangible next steps that they can apply immediately.
Fantastic Backstage Experience
As a seasoned professional with more than a decade of speaking experience, I know how to make your job easy. I know you are juggling all aspects of the event and not just the speakers. I am responsive, energetic, and one of the lowest maintenance speakers you will ever encounter.
Signature Talks
Embrace Work-life Sway™ &
Become the Portfolio Manager of Your Life™
For those trying to do it all who are feeling burnt out and stressed, this talk will:
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Empower participants embrace the natural ebb and flow between work and life.
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Teach participants to design a work-life portfolio that is aligned to their goals, time horizon, and risk tolerance.
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Provide clarity on when to take an active versus passive approach, strategies to manage volatility, and tools to adjust their work-life portfolio over time.
Design a Work-life Portfolio™ that Builds Your Legacy
Your legacy is the sum of your life decisions. Building your legacy starts with designing a work-life portfolio that aligns to your goals. This talk will:
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Illustrate how daily micro decisions impact the macro picture of your life and ultimately your legacy.
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Empower you to think about your legacy and what–beyond money–you want to leave your family, friends, and the world.
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Outline how to design a work-life portfolio that is aligned to your legacy; making everyday matter.
Talks can be customized and delivered as a keynote or a breakout session.
Embrace Work-life Sway™
Master Class
If you need an interactive approach for your event The Embrace Work-life Sway™ Master Class is an excellent fit. Using design thinking, I will teach participants to design their own work-life portfolio.
Participants will walk away with a work-life strategy that includes:
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An evaluation of their existing work-life portfolio to identify:
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What's working and what's not
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Where changes need to be made
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A prioritized list of their personal, professional, and financial goals including:
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Knowing the time horizon for each goal
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Identifying their risk tolerance for each goal
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Determining measures of success
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A work-life portfolio that is aligned to their goals and legacy, including:
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Knowing when to take an active versus passive approach
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Strategies on how handle work-life volatility and embrace sway
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A plan to adjust their work-life portfolio over time
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Workshops can be tailored to your event.
Sample of Previous Speaking Engagements
Financial Wellness | Virtual | 2021 | Hewlett Packard Enterprises
The New Frontier | Virtual | 2020 | Fidelity Benefits Summit
CARES Act Overview | Boston, MA | 2020 | Fidelity Investments
Implications of the CARES Act | Boston, MA | 2020 | Fidelity Investments
Total Well-Being | Beijing, China | 2019 | Fidelity International Ltd.
Total Well-Being | Phoenix, AZ | 2019 | Fidelity Benefits Summit
Financial Wellness | Dallas, TX | 2019 | Women’s Food Service Forum
Global Savings Guidelines | Virtual | 2018 | Fidelity Webinar
Why Health Care? | Amelia Island, FL | 2018 | Fidelity National Sales Meeting
Well-Being | Boston, MA | 2018 | Fidelity Institutional
Financial Wellness | London, England | 2018 | Fidelity International Ltd.
Work-Life Sway | Merrimack, NH | 2018 | Fidelity Women’s Leadership Group
Life Events & Work-life Sway | MA | March 2018 | Women in ETF’s Event
Your Personal & Financial Health | Naples, FL | 2018 | Fidelity Institutional
Finding A Mentors | Boston, MA | 2018 | Fidelity Women’s Leadership Group
Total Well-Being | New York, NY | 2017 | Fidelity Consultant Conference
Work-Life Sway | Boston, MA | 2017 | Boston Business Women's Event
Financial Wellness | Tokyo, Japan | 2017 | Fidelity International: Japan
Your Personal Brand |Smithfield, RI | 2017 | Fidelity Women’s Leadership Group
Financial Wellness | Boston, MA | 2017 | Sentinel Benefits Advisor Forum
Work-life Sway |Boston, MA | 2017 | Fidelity Women’s Leadership Group
Your Personal Brand | Boston, MA | 2016 | Fidelity Women’s Leadership Group
Work-life Sway | New York, NY | 2016 | Women’s Advisers Forum
Decision to Retire | Nashville, TN | 2016 | National Association of Plan Advisors
Work-life Sway |Houston, TX | 2016 | Fidelity Women’s Event
Work-life Sway | Boston, MA | 2016 | Fidelity Women’s Event
Retirement Math | St. Petersburg, FL | 2016 | Raymond James
Retirement Vision 2020 | Washington, DC | 2015 | Fidelity Benefits Summit
Seat at The Table | Boston, MA | 2015 | Fidelity Women’s Leadership Group
Driving Retirement Outcomes | Scottsdale, AZ | 2014 | Fidelity Benefits Summit
Ms. Thompson’s superior understanding of investing and human behavior make her a world class speaker on all things financial. Before live audiences, on podcasts, and in television appearances, Ms. Thompson had made (and will make) the complex simple. She has the ability to remove doubt from uncertainty in the daunting world of saving and investing. Her charm, grace, and humanity make her the perfect investment for any audience that wants to make money (saving and investing) a friend, not a fearful foe.
Thomas Yaroschuk
Executive Producer
