Meet Anne Lester
Hi, I’m Anne, your money mentor. I left JP Morgan after three decades to help you, Millennials & Gen Z, reframe your money shame to money power.
It was great……
🔭 Transforming retirement investing & growing my business 25% YoY as a JP Morgan Exec.
💰 Influencing policy discussions in Washington and working with organizations like AARP & Aspen Institute.
✈️ Traveling the world, talking on BIG stages to tens of thousands of investors.
🎤 Being the go-to international media retirement expert.
Then I realized: I now could offer a gift I wish I’d had as a younger adult. You see, I spent decades of my adult life dealing with constant financial stress. Happily, those days are gone for me. Now, I am passionate about guiding you on a money path you can sustain so financial stress is in your past, too.
That is why I left JP Morgan, researched, surveyed and focus-grouped the heck out of young adults and published my award-winning book Your Best Financial Life: Save Smart Now for the Future You Want.
WHAT DOES IT MEAN TO BE THE GO-TO MONEY MENTOR FOR MILLENNIALS & GEN Z?
🎤 Speaking engagements + workshops for Millennials & Gen Z: I help audiences transform their thinking about money and take simple steps to achieve long-term money health. I deliver real, relatable, actionable keynotes that allow audiences to [remove money stress and] work and live better. Companies and organizations who employe Millennials & Gen Z employees and associations with Millennial & Gen Z members hire me to help their employees and/or members remove financial stress to do their best living and working now.
🎤 Speaking engagements + workshops for Financial Advisors and professional service providers who serve Millennial & Gen Z clients: I share key findings from my research on how Millennials & Gen Z think about money and how to use storytelling to bond with clients. Real, relatable, actionable keynotes empowering audiences to connect with clients and build their business.
📢 Thought Leader & Media Expert: Interviewing on major news outlets, joining as a special guest on podcasts and writing on my own channels – I am passionate about sharing the insights, actions, hacks and considerations Millennials & Gen Z need to transform their money shame to money power.
Invite Anne to Speak
- Real, relatable, actionable keynotes that allow audiences to remove money stress.
- Companies and associations hire me to help their employees and/or members (especially those who are Millennial & Gen Z) do their best living and working now.
- Financial firms and other professional service firms have me speak to help their advisors and consultants learn how to connect with their clients (especially Millennials & Gen Z) through storytelling to bond with clients.
