The next-chapter keynote
A practical talk about the life behind the numbers, everyday habits and taking one useful next step.
- Planning range: 30–45 minutes
- Optional audience questions
- For conferences, teams and community events
Speaking · Industries & TeamsKnow the numbers.
Know the numbers.
Connect with the life behind them.
Plan practical money and life learning for financial services staff, with clear educational boundaries and a human focus on habits, goals and better questions.
How booking worksThree simple steps.
Three simple steps.
No pressure.
Planning an assembly, staff training or community night? Start with a few details and Eric will take it from there.
- Tell Eric about your people
Who’s coming, roughly how many, date ideas and what you hope they take away.
- Talk it through
Eric follows up to discuss fit, format and the details of your event.
- No commitment yet
A request starts the conversation. It doesn’t confirm a booking or a fee.
Turn it up. Take the next step.Make the room
Make the room
count.
Schools, teams and community groups. Bring Eric’s practical money and life conversation to the people you want to encourage.
Promotional slideshow with illustrative scenes. The song is performed by a separate singer, not Eric.
Download the vertical video ↓Read the words
Give your people a reason to move.
From the classroom floor to the working crew,
Everybody needs a next step they can use.
Talk about money, talk about life,
Turn a good intention into something you write.
Bring Eric in, get the whole room thinking,
Less drifting, more doing, start building.
Book Eric to speak, make the next move count.
Put a plan in their hands, turn the volume up loud.
Schools, teams, communities too,
A practical conversation made for your crew.
Bring Eric in, let the next chapter begin!
Hire Eric to speak.
Tell him about your event.
Choose a starting formatThe right conversation.
The right conversation.
For your room.
Three ways to begin planning. Eric confirms the topic, length, delivery and fit for your audience.
The practical workshop
Examples, reflection and selected exercises that help participants connect a lesson to their own questions.
- Planning range: 60–90 minutes
- Private writing and guided discussion
- For classes, employee groups and learning programs
Book to conversation
A facilitated conversation around selected themes from The Life Manual, with room to reflect and ask questions.
- Planning range: 45–60 minutes
- Flexible discussion prompts
- For book clubs, libraries, teams and smaller groups
Something you can forward
Download the planner kit ↓Make the planning conversation easier.
Eric’s bio, format ideas, a planning brief and a practical room checklist—in one event-planner kit.
Bring a human learning question into an expert workplace
Working around financial products does not mean every employee has the same personal planning questions. A financial services organization may include client-facing professionals, operations staff, administrators, support teams and new employees. A useful internal learning event begins by recognizing those different roles rather than assuming technical exposure automatically becomes a complete household plan.
Eric Guillory’s The Life Manual connects money with habits, responsibility and a longer view of life. That perspective can support a staff conversation about the choices behind the numbers. The program should have a defined educational purpose and a clear place alongside the organization’s own professional expertise. It is a chance to make a practical idea usable, not a replacement for the firm’s services or responsibilities.
Decide whether the event is for staff or an external audience
An internal employee session is different from a client conference or community program. Tell Eric which setting you are planning. This page focuses on financial services teams and the general learning context around their work. A public financial event may need a different brief, agenda and coordination process.
For staff, a useful outcome could be making a personal goal more specific or identifying an assumption in a fictional cash-flow plan. For an external audience, the host may need to explain speaker roles, product boundaries and its own review requirements in greater detail. Clarify those conditions before choosing the program description. It is easier to build an honest invitation from a defined purpose than to repair one that initially promised too much.
Choose a lesson that technical knowledge alone does not complete
A person can recognize a financial term and still postpone a practical task. A workshop can explore the gap between knowing a concept and making a repeatable action. Give the group a fictional person who understands that a future cost is coming but has not placed it on a calendar. Ask what would make the next step specific enough to complete.
The example can stay modest: identify the date, confirm the amount and choose a review time. Eric’s workbook approach gives that conversation a practical form. Participants can reflect privately on a habit they want to strengthen without being tested on professional knowledge or pressured to discuss their own household in front of colleagues. The learning question is about follow-through, not status.
Use a fictional plan that invites better questions
An invented household has $5,100 of monthly take-home income and $4,550 of listed assignments. The difference is $550 before any omitted items. Ask attendees to identify what they would want to know before calling the plan complete. Are annual costs included? Does a future goal have a named assignment? Is an expected amount being treated as a confirmed fact?
This exercise can engage people at different experience levels because it rewards careful questions rather than a product recommendation. It also makes a useful point about communication: a technically correct calculation can still be incomplete when the surrounding facts are unclear. Keep the figures fictional and allow different interpretations, then discuss which additional information would make the reasoning more useful.
Keep professional roles explicit
A firm may employ licensed, registered or otherwise qualified professionals, but those roles should not be assumed for a guest author. Eric is presented here as an entrepreneur, author and financial educator. His book describes historical securities licensing; this website does not use that history as proof of current advisory status.
The host and speaker should agree on how individual recommendations, product questions and firm-specific matters will be handled. A general educational session can help someone prepare a question for the appropriate professional. It should not imply an advisory relationship, a credential or an endorsement that has not been verified. Clear roles let the audience understand the value of the learning experience without confusing it with a personal engagement.
Review the invitation through the host’s actual process
A financial services organization may have its own expectations for reviewing event language, handouts, recordings or speaker materials. Explain the process, contact and realistic deadline in the initial brief. Do not assume that a general website description has already been approved for a particular firm’s setting.
Give Eric the intended audience, learning outcome and any required wording early enough to discuss. If the host wants to record or redistribute a session, those permissions and review arrangements need confirmation. The purpose is practical coordination, not a claim that any specific legal or compliance requirement has been satisfied. A clear sequence helps everyone know which part of the event is educational content and which part belongs to the host’s responsibilities.
Make privacy visible in the activity design
A person may work in finance and still prefer to keep personal goals and financial information private. Use fictional figures for shared examples, allow quiet participation and give attendees worksheets they can retain. A question box or moderator can help keep general learning questions separate from personal account discussions.
The host can collect feedback about clarity, relevance and format without requesting household balances or a record of an employee’s goals. That distinction keeps the program focused on learning rather than observation. It also makes it possible for staff across different roles to participate without feeling they have to demonstrate personal financial perfection simply because of the industry in which they work.
Connect business experience with personal purpose
Eric’s experience building and selling a business gives his book an entrepreneurial starting point. A staff learning conversation can use that context to ask what people want work and money to make possible over time. The answer may involve family, flexibility, preparation for change or another personal goal. The group does not need to rank those goals.
A private reflection can ask what the goal means, what is currently unclear and which action would move the question forward. That is a different task from projecting a client portfolio or reviewing a firm’s business strategy. Keeping the purpose clear helps the session feel relevant in a knowledgeable workplace while giving each attendee room to define the life behind their own numbers.
Choose the format that fits the depth
A keynote can introduce a shared theme about responsibility, habits and direction. A workshop can make space for a fictional example and private writing. A book discussion can connect a selected chapter with questions the group wants to explore. Choose the format because it matches the outcome and available attention, not because every event needs the same delivery style.
Explain the group size, room, time window, moderation plan and access requests. If the host wants a panel role, repeated session, virtual participation or recording, discuss those details directly. Eric confirms availability, scope and terms through the planning conversation. A focused format creates a stronger experience than a broad program description that leaves no time for the audience to understand the central idea.
Offer a resource with a clear educational role
The Life Manual and workbook can support private reflection after the event. The free first chapter gives organizers a way to explore the tone before selecting a reading activity. The free tools and The Long Game provide hypothetical practice without connecting to financial accounts or making individual product selections.
If books will be part of the event, explain whether they are optional reading, a group resource or a separate offer. Confirm quantity, price, availability and delivery directly. The host should decide how the resource fits its program and review process. A clear handoff helps attendees recognize why a particular chapter or exercise belongs with the lesson, rather than treating every take-home item as equally important.
Measure understanding and a practical next action
A useful feedback prompt asks which distinction became clearer or which question an attendee wants to pursue. That can show whether the event’s purpose was understandable. It does not establish a financial result, a professional competency credential or evidence that a single session changed employee performance.
The host might learn that a short activity worked well for one role group while another needs a different starting example. Use that information to improve a future learning opportunity. Keep the measure close to what the program can deliver: a clear explanation, respectful practice and a next action someone can identify. Personal outcomes depend on circumstances and decisions beyond the room.
Send a financial-services brief with the right boundaries
Include the organization, audience roles, event purpose, attendance estimate, location and date options. Identify the review contact, proposed learning outcome and any restrictions on products, promotion, recording or redistribution that the host wants discussed. Explain whether this is internal staff learning or an external event, and keep client records out of the message.
Text Eric at 504-382-5584 or use the speaking inquiry. He confirms fit, availability, delivery and terms directly. The strongest invitation explains how an author’s practical money and life conversation would complement the organization’s expertise while leaving professional roles, individual advice and host responsibilities clear.
Keep the momentumA useful plan.
A useful plan.
A better event.
Choose reader lessons, group-book ideas or event-planning tips. Get five practical emails at a comfortable pace. You choose the path, and you can unsubscribe.
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Privacy information →A few good questions
Let’s make it clear.
Don’t see your question? Text Eric: 504-382-5584
Is Eric presented as a currently registered financial advisor?
This website presents Eric as an entrepreneur, author and financial educator. Historical securities licensing in the manuscript is not represented as a verified current advisory credential.
Is this page for internal staff learning?
That is its main planning focus. Explain if your request instead concerns a client conference or public financial event so the brief and boundaries can fit.
Can the program complement our professionals?
Discuss a general learning outcome about habits, goals or clearer questions while keeping the host’s professional roles explicit.
Will the session promote financial products?
Agree on the educational scope and any product or promotional restrictions with Eric and the host before the event.
Can our organization review materials?
Share your review process, contact and timing early. Approval by a particular organization is not assumed from the website.
Will staff share personal financial information?
They can work with fictional examples and retain private notes without submitting household balances or goals.
Can we ask about a panel format?
Describe the proposed role, moderator, agenda and audience so Eric can discuss fit and availability.
Does this provide professional credit?
No credit or credential is claimed here. Any approved status requires separate verification by the responsible organization.
Can we record or redistribute the session?
Discuss permissions, review and intended use in advance. Recording rights are not automatic.
Can books be part of a staff program?
Explain the intended reading activity and confirm quantity, price, availability and delivery with Eric.
What should our brief exclude?
Do not send client records, private account information or sensitive employee financial documents.
How do we start the conversation?
Text 504-382-5584 or send the audience, purpose, location, date options and review needs through the speaking form.
Keep the momentum
Your next useful step.
Keep learning
Financial Education for Industries and Teams
Bring practical money and life learning to your industry. Explore a session shaped around your team, then talk with Eric about the right fit.
Explore the guide
Keep learning
Workplace sessions
Choose a practical next step for yourself or your group.
Explore the guideKeep learning
The Life Manual + workbook
Choose a practical next step for yourself or your group.
Explore the guide