Keynotes & Workshops

A retirement expert who struggled in retirement. Now helping others avoid the same mistakes.

Jeanne speaks to HR leaders, financial advisors, and pre-retirees at conferences and corporate events—bringing 25+ years of financial services expertise and hard-won personal wisdom to audiences seeking authentic, actionable insights.

More than a speaker—a partner in your event's success

What Your Audience Gets

I distill complex topics into accessible, actionable takeaways. Whether the stage is large or small, I use stories, humor, and relatable examples to educate and inspire. Your audience will leave with a fresh perspective and tangible next steps they can apply immediately.

What You Get

As a seasoned professional with more than a decade of speaking experience, I know how to make your job easy. I'm responsive, energetic, and one of the lowest maintenance speakers you'll ever encounter. You have enough to worry about—I won't be one of them.

Jeanne Thompson speaking
Signature Talks

Keynote Topics

"The SHIFT™: Why Pre-retirees Aren't Retiring—And What You Can Do About It"

Audience: HR leaders, benefits professionals, L&D teams

Your most experienced employees have the savings to retire. So why won't they leave? This talk explores the four psychological losses of retirement—structure, identity, network, and purpose—and what organizations can do to help employees transition with confidence.

"Beyond the Numbers: Why Your Clients Aren't Retiring"

Audience: Financial advisors, wealth managers, retirement plan consultants

You've run the projections. You've stress-tested the portfolio. So why does your client keep saying "one more year"? This talk reveals the psychological barriers that keep clients working past their financial readiness—and gives advisors a framework for addressing what spreadsheets can't.

"Retirement Prep: Beyond the Numbers"

Audience: Pre-retirees, employees, conference attendees

Most retirement prep focuses on the money. This talk tackles everything else — the loss of structure, identity, community, and purpose that catches people off guard. Attendees leave with a fresh perspective and actionable tools they can apply immediately.

Formats

Flexible Options for Your Event

Conference Keynote (45-60 min) Inspiring presentation with actionable takeaways
Interactive Workshop (60-90 min) Overview with group exercises and discussion
Half-Day Workshop (3-4 hours) Deep-dive with interactive exercises
Multi-Session Series (4x 90-min) Extended program for deeper integration

Testimonials

"Jeanne has a unique ability to share both personal and professional experiences and connect with her audience due to her high level of self-awareness, perception and genuine character. Her message was so insightful and thought-provoking that we invited her back to serve as keynote at our major client event!"

Michael Newhall

Vice President, Sentinel Benefits & Financial Group

"Jeanne Thompson is a dynamic and highly engaging speaker – riveting, in a word. She spoke at our conference and received the highest audience rating out of 13 presenters. The audience could have listened to her for hours! She is passionate about her topics, and her talks convey it."

Bob Buday

CEO, Buday Thought Leadership Partners

"She is a wonderful keynote speaker who is smart, passionate and knows how to connect to her audience. Jeanne exudes confidence and credibility that leave the audience always wanting more!"

Maura Hunter

Director, Strategic Communications, Decker Communications

"Jeanne Thompson is one of the best public speakers I have seen hands down. She's entertaining, natural and personable on stage, with a unique ability to break complex information into easy-to-understand tidbits. You will always leave thinking 'Wow I never thought about it that way before.' If you see Jeanne on the list, race for a ticket!"

B. Blake Howard

Writer, Speaker, Advocate

"Ms. Thompson's superior understanding of investing and human behavior make her a world class speaker on all things financial. She has the ability to remove doubt from uncertainty in the daunting world of saving and investing. Her charm, grace, and humanity make her the perfect investment for any audience."

Thomas Yaroschuk

Executive Producer

"I've had the pleasure of working with Jeanne Thompson on multiple broadcasts and events. Large or small, product centric or employee inspirational, Jeanne's message was always on target and the audiences loved her. On the production side, I could not ask for a better speaker. Her professionalism and skill helped us execute flawlessly."

John Dubil

Group Director, Broadcasts & Events, Fidelity Investments

"Jeanne was an absolute pleasure to work with during our 10 years together at Fidelity Investments. She was able to convert our complex ideas into attention-grabbing headlines and compelling stories, resulting in many evergreen 'wins' in the marketplace. Jeanne has my wholehearted recommendation."

Bryan Hallock, JD MBA

Founding Partner, Hallock Law LLC

Track Record

Sample of Previous Speaking Engagements

Let's discuss your event

Tell me about your audience, event date, and what you're hoping to achieve.

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