Speakers and Topics

Speaking Topics for Rita Cheng

  • Diversity: Embracing Differences, Bridging Gaps
  • Effective Succession Planning
  • Understanding Social Security
  • Women and Personal Finance

Inkandescent Speakers Bureau

Reaching Generation X & Y clients

Date: June 17, 2014 Time: 4 pm Speaker: Rita Cheng Topic: Reaching Generation X & Y clients Organization: The Client Connection! Location: Online

On June 17 at 4pm, join @kbkspeaks for her interview with CEO Marguerita M. Cheng for insights on Reaching Generation X & Y client.

About Rita Cheng

Rita Cheng is the CEO of Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor, and a Certified Divorce Financial Analyst. She is the 2013 Chair of the Financial Planning Association of the National Capital Area (FPA NCA).

As a CFP Board Ambassador, Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She proudly serves on the FPA National Board of Directors and is a member of its Finance Committee.

She has been quoted and featured in numerous national publications and is a monthly columnist for the Washington Business Journal and the online business magazine for entrepreneurs, BeInkandescent.com.

Cheng studied at Keio University in Japan and earned her BS in Finance and her BA in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of Ameriprise Financial’s Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.

Cheng specializes in working with individuals and families to help them identify, clarify, and quantify their life financial goals and objectives. Through her personalized approach, she educates and empowers her clients to plan for their financial future.

Speaking Topics for Rita Cheng

Diversity: Embracing Differences, Bridging Gaps

Business and thought leaders increasingly emphasize the need to best represent and embrace diversity in their professional work. Not only is embracing professional diversity important to the success of their businesses, it’s essential to the advancement of the United States and its role in the global economy.

In this speech: Rita Cheng will discuss how various “diversity channels“—such as age, ethnicity, skills, country of origin, knowledge, and experience—affect attitudes toward wealth management. And given these unique characteristics, how people in different demographic group can best approach financial planning.


Understanding Social Security

Though Social Security is an earned benefit from contributions made over a lifetime of work, and a key part of every American’s retirement plan, more than just retirees depend on these valuable benefits. In fact, nearly 55 million Americans, including spouses, widows, widowers, and children, also receive Social Security benefits. It is important to understand how Social Security works so that you can select the claiming strategy that best suits your needs and the needs of your family.

In this speech, Rita Cheng will address these questions:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough for me to live on when I am retired?


Effective Succession Planning

Effective succession planning is emotionally complicated and deeply personal. The decision a business owner makes to address and evaluate how to retire or transition is often very difficult. Exit strategies and succession planning are predicated on a series of proactive decisions. A comprehensive exit plan encompasses issues beyond the obvious monetary ones, including ongoing control, ensuring that an entity or financial asset remains with a family, providing care for valued employees, and establishing a legacy. Business owners too often hand over the reins of their enterprise too late, failing to maximize value and realize their intended vision of succession.

In this speech, Rita Cheng will address the topic of business succession with these goals in mind:

  • Engage business owners and convey the risks associated with not having a succession plan.
  • Raise awareness among the national community of business owners that not having an exit strategy is a ubiquitous, national 
phenomenon.
  • Provide attendees with pertinent information about planning well for a business succession and, ultimately, how to use a more expansive decision-making 
framework when each personally addresses this challenge.


Women and Personal Finance

The demographics of women have changed both rapidly and drastically during the last half-century. Women are no longer just in charge of taking care of the family—they are now a prominent component of corporate America and business—assuming greater responsibility for personal and family finances. More and more women are leveraging their strengths and reaching their full potential, allowing them to emerge and shine as superb leaders, entrepreneurs, and innovators. Despite the more prominent role of women in society, many accomplished women still struggle to balance family and work, especially when it comes to personal and family finance.

In this speech, Rita Cheng will address these questions:

  • What are the future demographic trends of women clients in the financial planning industry?
  • Why is this demographic increasingly important to financial planners?
  • What are the challenges associated with the changing demographics of women clients in financial planning industry?
  • Why is it imperative for financial planners to address the special roles of women in modern society—professional, entrepreneur, divorced, and widowed?
  • How does culture affect financial planning for women clients in North America, Asia Pacific, Latin America, Europe, etc.?

Events

Speaking Events

more Date: May 13, 2016 Speaker: Leslie Russell Topic: Innovation and Creativity + Applied Positive Psychology = Laughter and Joy Organization: oung Leadership/Entrepreneur Seminar Location: Berlin, Germany
more Date: Apr 07, 2016 Speaker: Leslie Russell Topic: Salon for the Soul: Discover the language of the soul and excavate your deepest knowing Organization: Private event - call for details Location: Los Angeles, CA
more Date: Mar 09, 2016 Speaker: Leslie Russell Topic: Applied Positive Psychology: Find your hidden joy and inner laughter Organization: Women's Circle, Chabad of Wilkes Berre Location: Wilkes-Barre, PA
more Date: Feb 18, 2016 Speaker: Leslie Russell Topic: Applied Positive Psychology, Laughter and Joy Organization: United States District Court, District of Connecticut Location: New Haven Courthouse: Support court for probation population
more Date: Jan 21, 2016 Speaker: Leslie Russell Topic: Keynote: Innovation and Entrepreneurship: Growing Business Acumen Organization: Dorian Drake International, Inc. Location: Westchester, NY
more Date: Oct 20, 2015 Speaker: Mary Foley Topic: How Savvy Women Thrive on Change, Increase Their Confidence and Power-Up Their Career Organization: Space Telescope Science Institute Location: Baltimore, MD
more Date: Oct 13, 2015 Speaker: Hope Katz Gibbs Topic: 8 Things Interns Should Not Do Organization: Virginia Commonwealth University, PR Program Location: Richmond, VA
more Date: Oct 06, 2015 Speaker: Hope Katz Gibbs Topic: Why Is PR Important? Organization: George Washington University, PR Graduate Program Location: Alexandria, VA
more Date: Oct 01, 2015 Speaker: Mary Foley Topic: Secrets to Thriving on Change in Stressful Times Organization: The Journal Record Location: Oklahoma City, OK
more Date: Oct 01, 2015 Speaker: Ann Butler Topic: “Chopped” Team-Building Competition Organization: The Steward School Location: Richmond, VA
more Date: Sep 30, 2015 Speaker: Michael Vidikan Topic: Technology Values Organization: Foresight & Trends conference Location: SLS Hotel, Los Angeles, CA
more Date: Sep 22, 2015 Speaker: Hope Katz Gibbs Topic: 2015 Annual "Woman 2 Woman" Extravaganza Organization: Network for Enterprising Women Location: Jefferson Lakeside Country Club, Richmond VA
more Date: Sep 15, 2015 Speaker: Mary Foley Topic: Engineering a Passion Organization: The Story Tellers Channel's "Stories that Matter!" Location: Richmond, VA
more Date: Sep 03, 2015 Speaker: Hope Katz Gibbs Topic: Facilitation: Extraordinary Women's Exchange Executive Committee Organization: Richmond Chamber of Commerce Location: Richmond, VA
more Date: Sep 03, 2015 Speaker: Hope Katz Gibbs Topic: Top 5 PR + Marketing Tips in 10 Minutes Organization: Network for Enterprising Women Location: Richmond, VA
more Date: Aug 28, 2015 Speaker: Ann Butler Topic: Creative Line Displays for Increasing Sales Organization: Richmond Public Schools Location: Henderson Middle School, Richmond VA
more Date: Aug 17, 2015 Speaker: Mary Foley Topic: Secrets to Thriving on Change in Stressful Times Organization: Virginia Society of Association Executives Location: Norfolk, VA
more Date: Aug 08, 2015 Speaker: Ann Butler Topic: Eating Healthy in a Hurry Organization: Genworth, Bring Your Chlid to Work Day Location: Genworth headquarters, Richmond VA
more Date: Jul 29, 2015 Speaker: Ann Butler Topic: How to Get Teachers to Think Like Business Owners Organization: Virginia Association of Family and Consumer Science Conference Location: Virginia Beach Hotel & Resort Conference Center
more Date: Jul 28, 2015 Speaker: Ann Butler Topic: Cauliflower is the New Kale Organization: Virginia Association of Family and Consumer Science Conference Location: Virginia Beach Hotel & Resort Conference Center
more Date: Jul 19, 2015 Speaker: Mary Foley Topic: Above and Beyond Panels: Creating Energizing Facilitated Conversations Your Clients Really Want Organization: Nationals Speakers Association Location: Washington, DC
more Date: Jun 27, 2015 Speaker: Sonya Gavankar Topic: Mentoring Millennials Organization: Women Leading the Future Conference 2015 Location: Washington, DC
more Date: Jun 09, 2015 Speaker: Sonya Gavankar Topic: Dressing for the Political Woman Organization: Women's Campaign School at Yale 2015 Location: New Haven, CT
more Date: Apr 24, 2015 Speaker: Mary Foley Topic: Grow Where You Are Planted: A Fun Panel with Award-Winning Administrative Professionals Organization: Lord Fairfax Community College Location: Watertown, VA
more Date: Apr 22, 2015 Speaker: Hope Katz Gibbs Topic: 8 Steps to PR Success for Entrepreneurs Organization: ENOVATE: Employing Northern VA Through Entrepreneurship Location: Annandale, VA
more Date: Apr 18, 2015 Speaker: Hope Katz Gibbs Topic: Leveraging Your Network to Build A Successful Career Organization: Ladies America Location: Washington, DC
more Date: Apr 01, 2015 Speaker: Hope Katz Gibbs Topic: PR 101: Why and How I started Inkandescent Public Relations Organization: PRSSA Location: Virginia Commonwealth University
more Date: Mar 24, 2015 Speaker: Mary Foley Topic: Keys to Being a Confident, Courageous, Career-Savvy Woman Organization: Bluefield Chamber of Commerce Location: Bluefield, WV
more Date: Feb 28, 2015 Speaker: Hope Katz Gibbs Topic: Women Entrepreneurs: Taking Your Business to the Next Level Organization: Prince William County Women Entrepreneurs Network Location: Old Hickory Gold Club in Woodbridge VA
more Date: Feb 20, 2015 Speaker: Ann Butler Topic: Dining Etiquette in a Business Setting for High School Students Organization: Dinwiddie Career and Technical Education Program Location: Dinwiddie Country Club, Richmond VA
more Date: Feb 18, 2015 Speaker: Ann Butler Topic: Heart-Healthy Cooking Organization: American Heart Association / Macy’s New York City Location: Macy’s, Short Pump, VA
more Date: Jan 31, 2015 Speaker: Hope Katz Gibbs Topic: Leveraging Your Network to Build A Successful Career Organization: Ladies DC Location: Washington, DC
more Date: Nov 24, 2014 Speaker: Ann Butler Topic: Low-Glycemic Cooking Organization: Greater Richmond Academy of Nutrition and Dietetics Location: The Source Kitchen, Midlothian VA
more Date: Sep 24, 2014 Speaker: Gina Schaefer Topic: Gina Schaefer On the Art of Customer Service Organization: SOCAP Location: Arlington Heights, IL
more Date: Sep 15, 2014 Speaker: Gina Schaefer Topic: Gina Schaefer On the Art of Customer Service Organization: Ace Hardware—International Retailer Group Location: Orlando, FL
more Date: Sep 11, 2014 Speaker: Carol Kinsey Goman Topic: The Power of Collaboration Organization: Institute for Management Studies Location: Pittsburg, PA
more Date: Sep 09, 2014 Speaker: Carol Kinsey Goman Topic: The Power of Collaboration Organization: Institute for Management Studies Location: Atlanta, GA
more Date: Aug 08, 2014 Speaker: Ann Butler Topic: Chopped” Team-Building Competition Organization: GE Location: Richmond, VA
more Date: Jul 18, 2014 Speaker: Carol Kinsey Goman Topic: The Power of Collaborative Leadership Organization: Texas Municipal League Leadership Academy Location: Austin, TX
more Date: Jun 24, 2014 Speaker: Sonya Gavankar Topic: Dressing for the Political Woman Organization: Women's Campaign School at Yale 2014 Location: New Haven, CT
more Date: Jun 17, 2014 Speaker: Rita Cheng Topic: Reaching Generation X & Y clients Organization: The Client Connection! Location: Online
more Date: Jun 14, 2014 Speaker: Sonya Gavankar Topic: Mentoring Millennials Organization: Ladies America: Women Leading the Future Conference 2014 Location: Washington, DC
more Date: Jun 06, 2014 Speaker: Carol Kinsey Goman Topic: The Power of Collaboration Organization: Institute for Management Studies Location: London, Amsterdam, Brussels, Edinburgh
more Date: May 18, 2014 Speaker: Carol Kinsey Goman Topic: The Silent Language of Leaders Organization: Kaiser Permanente Location: Northern California
more Date: May 15, 2014 Speaker: Carol Kinsey Goman Topic: Body Language for Women Who Lead Organization: San Francisco Women's Exchange Location: San Francisco, CA
more Date: May 13, 2014 Speaker: Carol Kinsey Goman Topic: Body Language for Women Who Lead Organization: Professional BusinessWomen of California Location: San Francisco, CA
more Date: May 05, 2014 Speaker: Yvette Montero Salvatico Topic: Reframing Workforce Narratives Organization: Linkage’s Institute for Leading Diversity & Inclusion Location: Atlanta, GA
more Date: Apr 08, 2014 Speaker: Carol Kinsey Goman Topic: Body Language for Business Professionals Organization: California Institute of Technology Location: Pasadena, CA
more Date: Apr 01, 2014 Speaker: Carol Kinsey Goman Topic: The Power of Collaboration Organization: Petrofac Location: Sharjah, United Arab Emirates
more Date: Apr 01, 2014 Speaker: Yvette Montero Salvatico Topic: Beyond Trends: Navigating the Changing World of Work Organization: Master Plan: The Strategic Workforce Planning Conference Location: Melbourne, Australia and Wellington, New Zealand