Speaking

“Turning life’s financial question marks into exclamation points!”

What You Can Expect

Here’s what you can expect from me and my team:

• Prompt and professional communication
• Personalized service from me and my team as we coordinate the event and follow up afterward.
• A professionally prepared and impactful presentation delivering value to your audience and achieving the goals and outcomes that you expect.
• Personal follow up after the event to make sure that your expectations were met and that you were satisfied.
• Powerful financial takeaways that will empower your group to take ownership of their financial futures…today!

Presentation Topics

Retirement Planning Today®

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

Wealth Creation Today®

When was the last time you learned something that truly made a positive impact in your financial life? Did it come from a trendy self-help book? A viral social media share? Most people learn about personal finance by observing how their friends and family manage their money. When was the last time you received a formal financial education?

5 Steps to Solving Your Financial Planning Puzzle

Putting your Financial Plan together doesn’t have to be so hard. With 5 simple steps, you’ll be on your way to realizing your financial dreams and goals. After this program, you’ll be able to set realistic financial goals, organize your financial life, identify what’s missing, create a strategy to hit your targets, and interview a financial planner. Take ownership of your financial future now!

Life Insurance: Are you Protected?

You insure your health, your car, even your diamond wedding ring. So, what about your life? According to the Life Insurance and Market Research Association’s 2018 Barometer Study, a staggering 40% of Americans do not own a personal life policy. This program will help you understand what life insurance is, how much you might need, what type of coverage to purchase, and where to go to buy the coverage.

21st Century Investment Strategies

This is not your grandma’s seminar. The financial markets and economic climate have changed dramatically over the past couple of decades. With interest rates at record lows and market volatility likely here to stay, investors are looking for a fresh perspective on building wealth and protecting it. Through this program, you’ll learn about: tax-efficient investment strategies, asset allocation alternatives, and different ways to help lower volatility in your portfolio.

Business Solutions and Succession Plans

As a business owner, your number one focus is growing your business. You face a great deal of financial decisions. The sheer number and complexity can paralyze you into non-action. You need solutions for the complex challenges and a way for your business to survive beyond your exit. After this program, you’ll be able to: identify, prioritize, and implement business and personal financial solutions, while creating a plan for your business after you have transitioned out.
 

The Next Steps

So, let’s begin by getting to know each other better. Contact me today to schedule a call with me and my team to see if it makes sense for us to work together and if so, in what capacity. This first meeting is on us, and without obligation, so let’s get started!