For event organizers
Everything you need to plan the session
A straightforward process, five formats to choose from, and a presentation shaped around the people in your room.
How booking works
Four steps, no surprises
Send an inquiry
Share what you know about your event. Dates, budget, and format can all still be open.
Discuss fit and availability
A conversation about your audience, the outcome you want, and whether the date works.
Confirm with a booking agreement
The date is held once an agreement is in place. That is what makes it confirmed.
Coordinate the presentation and logistics
Content is tailored to your audience, and the practical details are worked through together.
Formats
Five ways a session can run
Keynote
A single presentation that carries the message of your event to the whole room.
Workshop
A working session where attendees think through their own situation and leave with next steps.
Panel presentation
Participation alongside other speakers, with discussion guided by a moderator.
Lunch-and-learn
A shorter, conversational session that fits inside a workday or a standing meeting.
Virtual session
A presentation delivered online for teams, members, or congregations joining from anywhere.
Every presentation can be customized for the audience, the setting, and the time available. Sessions can be delivered in person, virtually, or as a hybrid — we will confirm the production details together once we know what your venue and platform allow.
Audiences Stephanie serves
- Businesses
- Law firms
- Financial institutions
- Churches
- Senior communities
- Professional associations
- Civic and community organizations
- Women’s groups
- Retreats
- Conferences
Not listed here? Describe your group in the inquiry form — the material adapts more widely than this list suggests.
For your programme and promotion
Speaker information
Short biography
Stephanie B. Elliott, NCCP, is a legacy planner and speaker. Her legacy planning work is offered through Elliott Legacy Planning and Life Wellness. She helps people organize life’s most important information today so the people they love aren’t left searching tomorrow. Drawing on her own years as a working caregiver and on a professional background spanning litigation, teaching, professional leadership, internal investigations, risk management, and entrepreneurship, she speaks to businesses, law firms, financial institutions, churches, senior communities, associations, and community groups on legacy planning, caregiving, and professional growth.
Name and designation
- Speaker name
- Stephanie B. Elliott, NCCP
- Descriptor
- Speaker • Legacy Planner
- Related practice
- Elliott Legacy Planning and Life Wellness
Please use the name and designation exactly as written above in programmes, listings, and introductions.
After you get in touch
Planning the details together
Once a session is agreed, we work through a planning questionnaire covering schedule, audience, content, accessibility, venue and production, travel, promotion, materials, and any recording plans.
Nothing about recording, photography, or reuse is assumed — those are agreed in writing before the event.
Start the conversation
The inquiry form takes a few minutes. You do not need final dates, a confirmed budget, or a chosen topic to send it.