Workplace Personal Finance Speaker for HR and Leaders
I help HR teams and people leaders build financially resilient employees through practical education on debt management, estate planning basics, investment planning, and retirement readiness.
Sessions are designed to simulate real cash-flow pressure, real family responsibilities, and the decisions employees face every month.
Request a speaker proposal
Who this is for
HR and L&D teams building a financial wellness program
People managers leading teams under financial stress
Organizations improving productivity, retention, and employee well-being
Teams preparing for retirement, benefits decisions, and long-term planning
Signature topics
Debt Management for Working Professionals
Estate Planning Basics for Employees and Young Families
Investment Planning 101 for Busy Employees
Retirement Readiness at Work
Financial Resilience and Emergency Planning
Benefits and Protection Planning
Financial Decisions Under Pressure
Money Conversations at Home
Formats
Keynote, 45 to 60 minutes
Workshop, 60 to 120 minutes
Half-day program, 3 to 4 hours
Full-day program, 6 to 8 hours
Executive session for leaders, 60 to 90 minutes
What your team will take away
A clear framework for prioritizing debt and cash flow
Simple steps employees can apply within 30 days
Practical guidance on beneficiaries, family protection, and basic estate planning
A basic investing structure that matches risk and time horizon
A retirement readiness checklist aligned with workplace benefits
How bookings work
Send an inquiry with your audience profile, headcount, and session goal.
I will respond with recommended session options and a speaker proposal.
After confirmation, we finalize the run-of-show and requirements.
Speaker bio
David Angway, RFP is a Philippine-based Registered Financial Planner and workplace personal finance speaker who partners with HR and L&D teams to strengthen employee financial capability.
His core topics include debt management, estate planning foundations, investment planning, and retirement readiness, delivered in clear, behavior-focused sessions designed for working professionals.
Client reviews
4.9 on Google based on 149 reviews, as of December 2025
Read Google reviews
Media kit and technical requirements
Download media kit
Audio and visual requirements are included in the kit.
If you need a technical rider, request it with your inquiry.
© 2025 David Angway