Our Knowledge,
Your Audience
Mahesh "MO" Odhrani delivers dynamic workshops and virtual presentations offering actionable tips on financial planning, business growth, and leadership that resonates with audience members. He aims to provide valuable financial insights while adding a fresh, humorous twist to the conversation to keep the audience engaged.
Mahesh is a Wealth Advisor and Certified Financial Planner™ and the driving force behind Strategic Wealth Design, a firm dedicated to helping individuals and businesses achieve their financial goals with innovative strategies and a personalized touch.
Expertise and Insight:
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- Mahesh brings more than 20 years of experience in the financial industry, specializing in comprehensive wealth management, retirement, tax, and investment planning.
- Mahesh has a unique talent for incorporating storytelling and humor into financial decisions, making potentially dry topics entertaining and memorable.
- His ability to break down complex financial concepts into relatable and actionable advice makes his expertise accessible to all audiences.
- Whether it's navigating the current economic climate, understanding new tax laws, or planning for a secure retirement, Mahesh is always up to date with the latest trends and insights.
Leadership and Entrepreneurship:
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- Mahesh's own journey of building and scaling Strategic Wealth Design offers invaluable insights for an entrepreneur/business owner audience. He can speak about the mindset, leadership, and mentorship required to grow a business from the ground up while maintaining financial stability.
- He understands the emotional and psychological aspects of financial planning and the pressures business owners face, making his advice well-rounded and impactful.
Popular Topics:
Our presentations are tailored to the unique financial challenges faced by the audience, whether those are students, business owners, professionals, dentists, or physicians. Each session is designed to provide actionable insights, helping the audience take control of their financial future.
General Financial Planning
Cash Flow and Debt Management
Creating and prioritizing financial goals, strategies for managing and reducing debt, and tools for creating and maintaining a budget.
Budgeting Your Way to Success
Budget basics, setting goals, evaluating your income, tracking your spending, and taking action.
Education Planning
Discussing the importance of saving for college, college saving vehicles, and the financial aid process.
Financial Freedom & Financial Security
How to balance financial security on one's way to achieving financial freedom.
Developing a Healthy Financial Mindset
Discussing the psychological side of money and how to develop a healthy financial mindset.
Student Loan Repayment Strategies
The current student loan environment, repayment plans, maximizing student loan forgiveness, and strategies.
Insurance Planning
An overview of the key considerations and strategies for effective insurance planning, including the types of insurance, coverage levels, and risk management.
Retirement Planning
Social Security Planning
Discussing how benefits are calculated and taxed, how to apply, and how they might factor into a retirement income strategy.
Investing in Retirement Accounts
An overview of different type of retirement accounts, their tax implications, and strategies for effective retirement planning.
Retirement Income Planning
Identifying goals and current income sources; understanding the possible risks, costs, and expenses; and creating a retirement map.
Estate Planning and Beneficiary Review
What an estate plan is, why it's important, how to start, and the consequences of not planning.
Practice Management
The Small Business Journey
Leadership, mentorship, and the journey of scaling a small business.
The Value Drivers for a Business
How to focus on the right metrics to drive business value, including financial performance, customer satisfaction, and growth potential.
Investments and Investing
Navigating Market Volatility
How to make sound investment decisions in a volatile market.
Tax Planning
TBD
How to make sound investment decisions in a volatile market.
See Mahesh in Action
From Stress to Success: The Impact of Financial Wellness
As Seen On...
Would you like to book Mahesh for your next event?
Please fill out the information below.
Strategic Wealth Design
8675 S Eastern Ave
Las Vegas, NV 89123
Email: StrategicWD
Office: 702-907-7444
Fax: 702-907-6444
Office Hours:
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-5:00pm
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.