Ask Meena to Speak

Since 1993, Meena has been sharing her financial knowledge with thousands of people across all walks of life. She has spoken at Fortune 100 companies, taught investment classes at the City University, and appeared as a financial expert on numerous radio and television programs, including CNBC’s Power Lunch. Between 2003 and 2007, she was a personal finance columnist for the King County Journal.

Whether she is writing or speaking, Meena’s goal is to make it fun, easy and inspiring for people to embrace personal finance.

In 2014, Meena won first place in the Toastmaster Area International Speech Contest with the speech “How You Do Anything is How You Do Everything.” In 2013, she won first place in the Toastmaster Area Humorous Speech Contest with the speech “Children from Mars and Venus.” These speaking accomplishments highlight Meena’s ability to speak on important subjects while keeping them fun and entertaining.

In recent years, Meena has focused her speaking engagements mostly on Social Security as she believes it is one of the most important topics for today's baby boomers going into retirement.

If you are interested in having Meena speak at your next event or gathering, please contact us at 425-273-0736 or [email protected]. She can deliver keynote speeches, event breakout sessions, corporate brown bag luncheons, CPA/Attorney client events, and a variety of professional continued education.

Here are a few of Meena’s recent speaking engagements on Social Security:


Government Accountability Office

AFWA, Accounting & Financial Women's Alliance, Bellevue Chapter

Client Education Event for The Hagen Firm, CPAs

Washington Women in Tax

King County Bar Association, Real Property, Probate & Trust Division

Client Education Event for Norman and Kitto, CPAs

Client Education Event for Ruth Callard, CPA and Jana Helmuth, CPA