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Speaking Engagements


Rebecca is committed to provide financial education to women, and busy professionals. She welcomes the opportunity to speak to organizations who are dedicated to investing in their employees’ financial wellness.

The PlanWell TM  Series from Baystate Financial is here to help bolster your HR department and educate your employees, with onsite engagements delivered by our professionals at no cost to you or your team. Together with your existing benefit offerings, these sessions allow your employees to get objective information on all the factors that contribute to pursuing one’s
financial goals. Additional engagements tackle subjects ranging from college financing to retirement planning.

How the PlanWell TM  Series works for you and your employees:

  • A four-part core engagement series helps employees understand how to SAVE, INVEST,
    GROW, and PROTECT their wealth on the path to retirement.
  • Engagements are held at a time and location that works best for your team.
    Every attendee receives takeaway resources for future reference.
  • Interested employees have the opportunity to meet with our financial professionals after
    the workshops for holistic advice and strategies for how to pursue their financial goals.
  • Engagements and consultations help to relieve employees’ stress from financial worries.

CONTACT USWe Want To Hear From You

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