Linda Grizely

SIGNATURE KEYNOTE - FINANCIAL WELLNESS FOR YOUR PEOPLE The most powerful factor in financial wellness isn’t the numbers. It’s the person behind them. Format: Keynote (30–60 min) | Virtual or Live | Conference Main Stage | Corporate Events | Industry Associations | ERGs | Employee Events | Professional Development Programs This program is perfect for: • Organizations and associations ready to rethink financial wellness and why their current approach may not be working • Leadership teams that want to reduce financial stress while strengthening focus, performance, and engagement • Professional audiences navigating high responsibility, decision fatigue, and economic pressure, regardless of income level • Conferences exploring leadership, resilience, advancement, or workplace well-being • ERGs and employee groups looking for a financial wellness experience that meets people where they are, not where the spreadsheet says they should be Description: We have more financial tools, apps, and information than any generation before us, yet financial stress remains one of the most persistent pressures in modern life. Why? Because financial wellness has been built around numbers, rules, and discipline while ignoring the most powerful factor of all: the human operating system. In The Human Variable™, Linda Grizely reveals how identity, money history, and emotional conditioning shape every financial outcome and why no spreadsheet or budgeting app can fix what is fundamentally a behavioral problem. This keynote reframes financial wellness as a behavioral competency. When strategies are designed around who people really are and take into account how they think, respond under pressure, and make decisions, stress shifts into strength.

SIGNATURE PROGRAM – A SIMPLE FINANCIAL STRATEGY THAT MIGHT JUST CHANGE YOUR LIFE A simple, personality-driven strategy that shifts spending and saving from reactive to intentional — without the guilt or rigid rules. Format: Program (45–60 min) | Virtual or Live | Webinars | Lunch-and-Learns | Breakouts | Fireside Chats | Custom Sessions Stands alone or as part of a complete financial wellness series. In an ideal engagement, this program is one session in a full financial wellness strategy for your people. This program is perfect for: • High-performing employees who manage everything except their own financial and emotional well-being • Teams and groups seeking a more compassionate, human-centered approach to money and self-prioritization • Women who are constantly in caretaker mode, juggling roles as professionals, partners, parents, and more • Anyone who has tried budgeting, hated it, and is ready to try something that fits their real life Description: The MeMoney® Method is a simple financial strategy that results in a recognizable mindset shift. Instead of focusing on restriction, deprivation, or rigid rules, this program helps people move from survival mode or reactive spending to clarity, alignment, and self-trust. Unlike one-size-fits-all financial advice, MeMoney® works with personality, values, and real life. Through practical insights, audiences learn how to shift both their money tactics and their money mindset so that spending, saving, and decision-making support the life they want to live. This program helps people break cycles of guilt, over-giving, or overspending and start making financial choices that feel intentional, sustainable, and empowering.

KEYNOTE – FINANCIAL WELLNESS AS A LEADERSHIP ISSUE Format: Keynote (45–60 min) | Virtual or Live | SHRM & HR Conferences | Corporate Leadership Events | Industry Associations | Women’s ERGs | Executive Retreats Burdened and Unburdened available as follow-up sessions for leaders ready to go deeper. This program is perfect for: • HR leaders, people managers, and organizational decision-makers ready to address financial stress as a performance and culture issue, not just a personal one • Leadership teams where disengagement, distraction, or retention challenges may have a hidden driver no one has named yet • Conferences and events focused on employee well-being, workforce performance, DEI, or the future of work • Organizations that have financial wellness benefits in place but aren’t seeing the results they expected • Any audience where leaders are responsible for the whole person, not just the job title • Description: Employees don’t leave financial stress at home. They bring it into every meeting, every decision, every interaction, often without saying a word. And leaders, without a framework to recognize it, keep misdiagnosing the problem. According to Morgan Stanley at Work’s State of the Workplace Financial Benefits Study (2026), more than half of employees, 56%, say financial stress negatively affects their work. That’s not a personal problem. That’s an organizational one. In this keynote, Linda Grizely, CFP®, makes the case that financial well-being is not a perk, a benefit checkbox, or a personal responsibility. It is a leadership issue, and one of the most underleveraged levers in workplace performance today. Drawing on behavioral finance, real workplace stories, and data that connects financial stress directly to productivity, retention, and engagement, Linda gives HR leaders and organizational decision-makers the framework they’ve been missing: not just awareness, but a credible, strategic path forward. This is not a financial literacy talk. It is a workplace performance, culture, and retention conversation, and it starts here.