Change Your Perspective
Eric Roberge, CFP® leads interactive talks, sessions, and workshops that help his audiences transform the way they see, talk about, and use money in their lives.
His engaging speaking style paves the way for new perspectives, challenges the status quo, and opens up the possibilities for event attendees to get deep insights and clear takeaways.
With experience giving hundreds of talks and presentations to corporations, at conferences, for private events, and more, Eric provides event planners and conference coordinators a chance to engage audiences in an entirely new way with an experienced, professional, and captivating speaker.
Watch Eric Roberge's Keynote Session
on the Main Stage at eMoney Summit 2018:
See Eric Roberge's News Segment
on Chronicle from WGTV Channel 5 Boston:
As Featured In...
Select Features
InvestmentNews: 40 Under 40
WGBH & Boston Public Library Present: Financial Fitness for Folks Under 40 with Eric Roberge
Event starts at 10:10 in the live stream video replay.
InvestmentNews: The time is now for young financial advisors
InvestmentNews Interview: How to Attract A New Generation of Clients
Financial Planning Association Feature: The Support System for the Next Generation of Financial Advisors
Most Recent Speaking Appearances
XYPNLive 2019, St Louis MO
How We Created Exponential Growth as a Startup RIA
Babson, Boston MA
Guest Lecturer for MBA Class
NAPFA Genesis, Webinar
"Ask Me Anything" with Eric Roberge
eMoney Summit, Orlando FL
FlexGen Power Hour, Featured Speaker
Planning Considerations for Millennials, Panelist
FinCon, Orlando FL
Why Bloggers Beat Financial Advisors at Giving Financial Advice (and What Advisors Need to Do to Catch Up and Win Back Their Audience)
XYPNLive, St. Louis MO
Creating a Repeatable Financial Planning Process, Moderator
General Assembly, Boston MA
Get It Together: Personal Finance Hacks in 2018
Boston Public Library x WGBH, Boston MA
Financial Fitness for Folks Under 40
Featured Podcasts
Entry Level Podcast: Managing Your Money Once You Make Over 6 Figures
So Money with Farnoosh Torabi: Eric Roberge, Certified Financial Planner and How to Build My (DIY) Financial Plan
#FASuccess Podcast: Mastering Marketing As A Solo Advisor By Sharing Your Authentic Self with Eric Roberge
XY Planning Network Podcast: Building Your Business with Intentionality ft. Eric Roberge
FPA Activate: Finding Your Fit in the Financial Planning Profession
Success Hackers Podcast: Eric Roberge Teaches 30- and 40-Year-Olds How to Build Wealth
Life Skills That Matter: Creating the New Financial Security with Eric Roberge
XY Planning Network Podcast: The Career of Eric Roberge – How He Built a Business to Support the Life of His Dreams
XY Planning Network Podcast: Building a Virtual Firm by Marketing Locally with Eric Roberge
Company of One: Preparing for a Change | Interview with Eric Roberge [Podcast]
Select Articles I’ve Written
Kiplinger: Is This the Next Recession? What to Know (and Do) About It
Business Insider: Here Are the Best 7 Pieces of Advice I Can Give About Money in Your 30s
Kiplinger: How to Save $1 Million in Less Than 40 Years with a Roth
Forbes: The One Thing That's Causing You To Miss Out On More Money
Forbes: 6 Things That Will Help You Grow Wealth (That Most People Won't Do)
Money Magazine: Here’s a good reason not to fund your 401(k)
Business Insider: I'm a Financial Planner -- Here's Why I Won't Buy a Home
Catch up on my latest columns. I write something new every month at:
Additional Press & Media
Boston Globe: Financial planning for the ages
Business Insider: A financial planner does the same 2-part calculation to figure out how much every client needs to retire
CNN Money: The stock market is scary. But here's why you still should invest
CNBC: Advisors go high-tech to better serve savvy clients
Wall Street Journal: How parents can help their children pay off student loans
Washington Post: Balancing Act: Why millennials are taking their time reaching financial milestones
USA Today: For millennials, goal is financial freedom
US News & World Report: Why millennials are shunning traditional financial tools