Speaking Engagements

Kurt Heineman is a talented public speaker and is available to speak on a variety of different financial planning topics.

Kurt specializes in giving talks on estate planning and retirement planning, pastoral personal finance, and ESG investing. Three popular talks are listed below. Kurt can also customize a speech for your particular audience.

Kurt typically asks for an honorarium between $0 - $2,000 depending upon the time it takes to develop the speech, the length of the speech, and the topics requested for the speaking engagement. Kurt will occasionally waive the honorarium for some non-profit and educational organizations.

Kurt is available to travel for speaking engagements.

If you are interested in having Kurt speak at an upcoming event click on the “Schedule a Meeting” button and find a time to talk with Kurt.

Kurt Heineman giving a lecture with his arms out wide open.

Speaking Engagement Offerings

  • "Estate Planning: Leaving Fruit on the Vine"

    • A biblical framework for giving through your estate

    • How to write an ethical will

    • What is a last will and testament

    • How to make charitable gifts through a will

    • Advanced charitable giving strategies

  • "Personal Finance for Pastors: What I Wished I knew 10 Years Ago"

    • What is a Housing Allowance

    • Pastoral Taxes

    • Retirement Planning

    • How to budget

  • "Values-Based Investing: How to Lower Your Carbon Footprint with ESG Funds"

    • Biblical framework of justice

    • What is ESG Investing

    • How to integrate ESG principles with your personal retirement plan and/or your institution’s investments