Max Jaffe, the founder and CEO of Spending Solutions, Inc., works with people who want to understand how to handle money in their everyday lives. A CPA, he is the author of Maximizing Your Money and conducts money workshops at conventions and corporate meetings.
His patent-pending LiquidTM app is a tool that connects time worked with consumption. This fun tool generates a customized, personal spending plan so people can easily handle their money and make it stretch to the max.
Max has worked with money all of his career: billions of dollars of money. He was an auditor with Price Waterhouse and a treasurer for a multi-billion dollar commercial real estate developer, MEPC American Properties. At MEPC, Max was responsible for both debt and investment management. He controlled a $1 billion commercial paper program, a $500 million investment portfolio, and oversaw day-to-day cash management for 30 different real estate properties.
Max has a strong volunteer record in the community. He has taught economics to high school seniors, coaches Special Olympians in their swimming program, and volunteers for the American Cancer Society’s Cancer Survivors Volunteer Network.
A spoiled rich kid from birth, Max learned the cold, hard facts about money woes in second grade when his father’s oil exploration business was sabotaged. On Max’s 8th birthday, his family shamefully moved out of their posh 8,000 square-foot North Dallas mansion into a small, three-bedroom apartment. That childhood experience instilled in Max a burning curiosity about money and how it works, and he resolved to keep more of what he earned over his lifetime. Today, he teaches others personal money management skills.
To book Finance speaker Max Jeffe call Executive Speakers Bureau at 901-754-9404.
Who Moved My Dough?™
Humorous anecdotes about the spending habits of Americans, and the troubles some get themselves into, serve to illustrate why we need to save for special events like retirement, emergencies, and education. Saving money instills responsibility through discipline.
The Status Trap: Are You Rich or Are You Wealthy?
Are you stuck in a lifestyle and can't get ahead? Beginning with a brief discussion on why money was invented, Max demonstrates what money does and does not do. Understand the crucial difference between being rich and being wealthy. Next, you will find out which quadrant of Max's Money Matrix you fit and how to achieve Perfect Prosperity.
Give and Grow Rich: Discovering the Rewards That Come From Giving
Inspiring personal stories that show how the universe gives back when you give to the cosmos. Learn that the best gifts are not monetary in nature, but those that come from other sources. Discover how rich life becomes by the rewards that are received when reaching out to others.
Just Exactly When Did I Become the Parent? Role Reversal for the Baby Boomers
Caring for our parents in their time of need has become a growing responsibility for many. Learn steps to help them cope with their infirmities and help them maintain their dignity while helping you keep your emotions intact. This may be the last chance to help the ones who were there for us.
"You're the first 'money' person I've heard speak who motivated me rather than made me feel guilty about my poor money managing habits. You really have a gift and so many people need to hear what you shared with us."
Counseling Solutions, Inc.
"Before your presentation I never thought about calculating the hours it takes to earn the dollars I spend. Now I think harder about the things that I want because I realize how long it took me to earn the money."
Fort Worth Federal Credit Union League
"What a riveting keynote! Your stories were beautifully woven with your practical and compelling points to demonstrate the importance of keeping more of what you make. Participants exclaimed they have an entirely new orientation regarding money and how it works."
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