Omni Wealth Planning

Speaking Engagements

Omni Wealth Planning offers lectures, seminars and other services to engage groups in meaningful discussion on improving financial well-being and economic outcomes. Booking Form below.

Large Group Lectures

Lectures allow for the delivery of information on a specific topic or area of interest for groups larger than 25. Typically, lectures are structured for 70% presentation and 30% Q&A, to encourage engagement.

Small Group Seminars

Seminars allow for interactive discussion on financial wellness and current events. Typically, seminars best for groups with less than 25 attendees. Seminars can cover a variety of topics at once, relative to the group’s needs.

Community Workshops

Let’s coordinate an interactive experience to engage your group and progress their finances. Workshops aim to educate attendees on a particular topic while guiding them practical steps that they can replicate for their individual scenarios.

Pre-Planned Lecture / Seminar Topics

If your event is a panel, keynote, virtual, or you have a particular topic relevant to your community, (investing strategies, employee benefits, cultural/religious, etc.), please specify in the additional information section below! These events require additional preparation

Booking Form

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Inquiry Received

Thank you for the opportunity to be of service to you! Keep an eye on your inbox. We’ll be in touch within the next business day.

About You

Organization Information

Event Details

Will tickets be sold for this event?(required)
Will this event be open to the public?(required)
Do you intend to record or stream this event?(required)

Include as much information as you can! We’ll follow up to confirm details and schedule a call within 1 business day.

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Omni Wealth Planning

Build wealth that’s deeper than the dollar.

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Important Information

Location:
West Lafayette, IN

Virtually serving clients nationwide

khalil@omniwealthplanning.com
(765) 621-1175

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Omni Wealth Planning is an Investment Adviser offering services in Indiana and in other jurisdictions where exempt from registration. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.