WHAT WE OFFER
We tailor to meet people where they are.
ERG Speaking
Whether you're leading a women's network, an industry-specific group, an LGBTQ+ or a community of early-career professionals,
Winnie will meet your group where it is and create an open, engaging conversation that actually resonates.
Corporate Speaking
Whether you're planning a keynote, a fireside chat, or a lunch-and-learn,
Winnie makes financial topics feel clear, approachable, and personal. Blending real-world experience with practical, actionable guidance
Virtual Speaking Engagements
Meaningful conversations don't have to be limited by location. Drawing on years of national media experience,
Winnie makes financial topics feel clear, approachable, and personal. Blending real-world experience with practical, actionable guidance
Athlete and Artist Financial Education & Management
Your career as an athlete or artist comes with financial opportunities and decisions unlike anyone else's.
At Sun Group Wealth Partners, we'll help you build a financial plan that's truly yours: personalized strategies, and planning that supports you.
Why Companies Choose Winnie & Sun Group Wealth Partners?
At Sun Group Wealth Partners, financial wellness is our core focus. With over 20 years of experience working with organizations like yours, this is what we do, and it's what we do best.
We take the time to build a program customized for your group, reflecting the people who'll actually be in the room. That's why Winnie starts every engagement with a design session getting to know your organization so she can tailor each presentation to your employees, your culture, and your goals.
As one of the finance industry's most popular speakers, Winnie has presented for Fortune 500 companies, startups, private businesses, and conferences around the world.
She's spoken to audiences as intimate as 25 and as large as 5,000+, always bringing the same energy, authenticity, and practical strategies people can put to use right away. Her mission is simple: help your employees make informed financial decisions today, so they can build stronger financial futures tomorrow.
Companies Winnie Has Spoken For
From Fortune 500 companies to nonprofits, athlete groups, and everything in between, organizations across industries have relied on Winnie to educate, inspire, and engage their employees through financial wellness programming.*
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and many more...
*LPL Financial is not affiliated with any entities listed.
Bring Winnie to your team
Planning an Employee Resource Group event, a company-wide keynote, a financial wellness initiative, a virtual presentation, or an athlete education program?
We'd love to learn more about your goals and how we can help.
Complete the form, and a member of the Sun Group team will be in touch.
Every session is customized, but here are examples of the conversations Winnie regularly leads
45-minute lunch-and-learn
90-minute interactive workshop
Panel discussion or fireside chat
Extended Q&A session
Format Options
Closing the Gender Wealth Gap: Practical Steps for Women's Networks
A practical roadmap for women's networks to turn wealth-gap awareness into real financial progress.
Investing 101: A Foundation for Early-Career Professionals
A beginner-friendly introduction to investing basics, giving early-career professionals the confidence and know-how to start building wealth from day one.
Building Generational Wealth: Financial Planning for First-Gen Professionals
Guidance for first-gen professionals navigating financial planning without a blueprint, so they can build wealth for their families.
Money & Culture: Navigating Financial Conversations Across Communities
A look at how culture shapes our relationship with money, and practical tools for having more open, effective financial conversations across communities.
Planning for the Unexpected: Building Financial Resilience
The essential toolkit for building financial resilience and staying steady when life throws a curveball.
Frequently Asked Questions
We recommend reaching out at least 2–4 weeks in advance, especially for popular dates like Financial Literacy Month (April) or Women's History Month (March). That said, we understand timelines vary — if you need us sooner, reach out and we'll do everything we can to make it work for your group.
Yes. Winnie regularly speaks both virtually and in person, and can tailor the format to fit your team's needs, whether you're fully remote, hybrid, or in-office.
Pricing depends on the format, length, and scope of your event. Reach out through the form below and our team will provide a custom quote based on your goals — Winnie's mission is to make sure cost is never a barrier to bringing financial wellness to your team.
Always. Every session starts with a design conversation so Winnie can tailor the content, tone, and examples to your community — whether that's a women's network, a cultural or LGBTQ+ ERG, an early-career group, or another community entirely.
Winnie has spoken to groups as small as 25 and as large as 5,000+. Whether you're planning an intimate ERG gathering or a company-wide event, she can meet you where you are.