A Financial Safety Conversation

A comfortable, down-to-earth conversation that provides information, real-life insights and practical steps families and trusting peer groups can take to protect themselves and the people they care about.

This isn't about knowing every scam. It's about knowing what to do when something doesn't feel right.

Judy speaks to her peers in a way that invites people into the conversation, without fear, judgment or complicated language.

What We'll Cover

The Changing World
How technology and social engineering are changing the way financial risks reach us.

Why Pressure Matters
How urgency, pressure and emotion can influence our decisions.

The Family Financial Safety Protocol
A simple approach: PAUSE → REACH OUT → VERIFY → DECIDE

The Family Financial Safety Agreement
Creating an agreement with the people we trust — before we need it.

The Experience

This is a 60-minute, conversational and structured presentation designed to encourage participation and discussion.

It can be offered as a lunch & learn, afternoon presentation, evening gathering or community event.

Take the Conversation Home

Staying Safe in a Changing World is available to participants at the presentation for $30.00 tax included.