Representative Client Presentations (Heart of Money or Behavioral Finance)
  • American Century Investments Keynote
  • Harvard Institute for International Research
  • Urban Financial Association Coalition
  • United Missouri Bank
  • Dayton Foundation and Officers Group
  • Financial Planning Association
  • We Got Issues, NYC
  • San Francisco Treasurers Group
  • Kansas City Presidents Organization
  • DeMarche Associates

  • Telephone: +913-492-5267
    E-mail: ctrimble@heartofmoney.com

    Audience & Topics:
    Individuals committed to growth and personal exploration with intention of reaching expanded financial clarity and empowering life decisions.

    Organziations committed to supporting the growth and personal exploration of employees, clients, customers or audiences with the intention of reaching expanded financial clarity, results and personal power.

    Business and Financial Professionals (and their clients) committed to growth and personal exploration with intention of identifying effective ways to help themselves and clients reach expanded financial clarity and self-empowerment, which leads to commitment to long term goals, improved financial results and life decisions.

    Seminar & Presentation Topics:

    Heart of Money: Transforming your beliefs about Money & Personal Power!
    Heart of Money: Money and emotion – Level II
    Heart of Money: Values & Success!
    Behavioral Finance: Why investors make the decisions they do!
    Money & Feelings: Rationality, Emotion & Economic Utility!
    Money & Emotion: A new paradigm for financial decision making!
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