Description
Expert-Led Presentations That Inform, Inspire, and Spark Action
Are you looking for someone for your speaking engagements or workshops? Are you looking to educate, empower, and motivate your employees, clients or audience to take meaningful steps in estate planning, aging strategies, or legacy organization?
Book Nancy Boisvert, Certified Executor Advisor, for a professional and approachable presentation designed to meet your group where they are. Whether you’re hosting a financial planning event, a community seminar, or a professional development session, Nancy delivers information-rich content in a clear, conversational style that sparks reflection and real-world action.
Each event is tailored to your specific audience.
✅ Formats Available
- 1-hour speaking engagement (starting at $499)
- Half-day workshops (starting at $1,200)
- Custom series or multi-part programs
- Panel discussions or themed events
All formats include handouts, time for audience Q&A, and optional post-session resources.
Note: Contact for pricing, based on your organization and your needs.
👥 Ideal For
- Community groups hosting events on aging, caregiving, or planning ahead
- HR or employee wellness programs
- Estate lawyers, funeral homes, or retirement planners offering public sessions
- Financial professionals offering value-add client education
Workshops are designed as a high-value experience for your clients, members, or team. They’re not promotional—they’re practical, personalized, and backed by years of experience helping families turn plans into action.
💡 Why It Matters
People don’t plan because they don’t know where to start—or because no one has ever explained the “why” in a way that feels relevant. These sessions turn complex topics like estate administration, power of attorney, and aging preparedness into clear, relatable, and motivating conversations.
Your audience walks away with clarity, tools, and a sense of control over their future—not fear.
🎓 About Nancy Boisvert, CEA
Nancy Boisvert is a Certified Executor Advisor and founder of NEXsteps, specializing in strategic aging and legacy planning. With a background in estate support, family communication, and real-life experience navigating care and planning for others, Nancy brings empathy, professionalism, and presence to every speaking engagement. Learn more about how we support individuals and families or watch our videos for insights.
