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Megan Gorman

Megan Gorman

Keynote Speaker: Senior Contributor at Forbes & Managing Partner at Chequers Financial Management

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Megan Gorman Biography

Megan Gorman has been coloring outside the lines from an early age and continues to do so today. She grew up in the picturesque Victorian resort of Cape May, New Jersey – but she’s not your typical small-town girl — she is the female founder of a business in an industry that doesn’t typically see many women in top leadership roles.

Over the years, she has learned that the psychology of money – and the ability to understand our individual money stories no matter how much money we may have – is the key to making better financial decisions. She likes to explore how we all relate to money and how it has impacted our current financial standing through the lens of psychology, early childhood, pop culture and history.

As the Founding Partner of Chequers Financial Management, a high net worth tax and financial planning firm headquartered in San Francisco. Megan’s clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning.

Megan attended Rutgers School of Law, where she got her J.D. degree and was on the Law Review. Her case-note on property takings, “Going Up in Smoke” was highly ranked and published. She spent her second summer of law school in Hong Kong, as an intern for a trust company. She also served as a valued research assistant to Distinguished Professor Jay M. Feinman and was acknowledged in his book Un-Making Law: The Conservative Campaign to Roll Back the Common Law, Beacon Press, 2004.

Her initial attraction to law started when she served as a Congressional Page while in high school. She attended Bryn Mawr College, one of the exclusive “Seven Sister” schools, where she earned a BA in history. Always looking for new adventures, after graduation she returned to China and spent a year teaching English to graduate students at Tianjin University.

She spent 11 years as a Vice-President of Financial Counseling at Goldman Sachs, working with senior executives on tax planning, estate planning and executive compensation planning. In 2012, Megan joined BNY Mellon Wealth Management where she worked provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts.

Recognized for her expertise in a variety of areas, she speaks regularly on taxes, retirement, and other topics. She has been regularly quoted in the Wall Street Journal, The Washington Post, CNN Money and US News & World Report among others. Megan is also a frequent podcast guest on The So Money Podcast hosted by Farnoosh Torabi, Dead Celebrity Podcast hosted by Trust & Estates magazine and The Money Tree hosted by Kirk Chisholm.

Megan is also a Senior Contributor at Forbes where she writes on the areas of personal finance, tax and estate planning. She is also a contributor and on the Advisory Board of Swaay Media Inc. Megan recently launched an Internet radio show, “The Wealth Intersection – Your Money * Story * Life” on VoiceAmerica, the leading internet radio network.

Contact a speaker booking agent to check availability on Megan Gorman and other top speakers and celebrities.

Megan Gorman Videos

Understanding the SECURE Act and Inherited IRAs with Megan ...
Planning For Your Future Wealth with Megan Gorman from The ...

How do I book Megan Gorman to speak at my event?

Our experienced booking agents have successfully helped clients around the world secure speakers like Megan Gorman for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability for Megan Gorman, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Megan Gorman or any other speaker of your choice.

How much does it cost to book Megan Gorman for a speaking engagement?

Speaking fees for Megan Gorman, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fee for a virtual event is $10,000 - $20,000. For the most current speaking fee to hire Megan Gorman, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.

What topics does Megan Gorman speak about?

Megan Gorman is a keynote speaker and industry expert who speaks on a wide range of topics such as Business, Leadership, Business Leadership, Entrepreneurship, Finance, Economy and Women in Business.

Where does Megan Gorman travel from?

Megan Gorman generally travels from San Francisco, CA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.

Who is the agent for Megan Gorman?

AAE Speakers Bureau has successfully secured keynote speakers like Megan Gorman for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Schedule button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Megan Gorman for your next private or corporate function.

What is a full-service speaker booking agency?

AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Megan Gorman or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.

Why is AAE Speakers Bureau different from other booking agencies?

If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.


Megan Gorman is a keynote speaker and industry expert who speaks on a wide range of topics including Business, Leadership and Business Leadership. The estimated speaking fee range to book Megan Gorman for virtual events is $10,000 - $20,000. Please contact us for live event fees. Megan Gorman generally travels from San Francisco, CA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Terry Savage, Elle Kaplan and Jean Chatzky. Contact All American Speakers for ratings, reviews, videos and information on scheduling Megan Gorman for an upcoming event.

Megan Gorman Videos

Understanding the SECURE Act and Inherited IRAs with Megan ...
Planning For Your Future Wealth with Megan Gorman from The ...
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