Guest Speaker to Help Your Organization Understand Financial Matters
Educating. Empowering. Creating Clarity Around Wealth. Tatyana Bunich, President and Founder of Financial 1 Wealth, is available for speaking engagements, workshops, and educational events nationwide. Teaching people how to make informed financial decisions is Tatyana’s passion. She believes families and individuals deserve clear, simple, and actionable guidance—not jargon or product pitches—when it comes to taxes, retirement, investments and protecting their wealth.
With over 35 years of experience as a financial advisor and wealth manager, Tatyana brings real-world insight, clarity, and confidence to every presentation.
Why Organizations Invite Tatyana to Speak
Tatyana is known for her ability to break down complex financial topics into practical, easy-to-understand concepts that audiences can immediately apply to their own lives.
Tatyana specializes in:
- Tax strategies
- Retirement planning
- Investment strategy
- Estate and legacy planning
Credentials & Experience
- Over 35 years in the financial services industry
- Series 7, Series 63, and Series 66 securities registrations
- Certified Estate Planner (CEP)
- Licensed advisor and wealth manager
- Founder of Financial 1 Wealth, serving families nationwide
She brings:
- A strategy-first, no-product approach
- Real-life examples and measurable takeaways
- A focus on education over selling
- Engaging, relatable delivery for audiences of all sizes
Whether speaking to professionals, families, or community groups, Tatyana’s goal is always the same: to help people feel more informed, more confident, and more in control of their financial decisions
Popular Speaking Topics
Tatyana offers a wide range of educational presentations and is happy to customize topics based on the interests and needs of your group. Popular topics include:
- Avoiding Costly Tax & Estate Planning Mistakes That Threaten High-Net-Worth Families
- How to Invest and Preserve Your Wealth During Market Volatility
- Smart Strategies to Reduce Taxes and Keep More of What You Earn
- Using Tax-Free Death Benefits to Protect Your Family and Legacy
Custom topics are always welcome.
Who She Speaks To
- Corporate teams & employee groups
- Professional and trade associations
- Nonprofit and community organizations
- Community/Neighborhood and private groups
- Conferences and educational workshops
Request Tatyana for Your Event
To inquire about availability or schedule a speaking engagement, please contact us directly:
Miami & South Florida
(954) 892-6020
Maryland & Washington, D.C.
(410) 908-9293
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