facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Guest Speaker

Looking for a Guest Speaker?

Our professional team of experts offer presentations and can speak on various personal and business financial topics.  Contact us for further information and to schedule for your next event. 

Our Presentation Offerings:

Financial Planning

  • Estate Planning
  • Social Security Considerations
  • Charitable Planning
  • College Planning & Student Loans
  • Retirement Planning
  • Fraud & Scams: Protecting Yourself
  • Financial Planning for Young Families
  • Generational Planning

Investment Management

  • Investment Fundamentals & Sentiment
  • Building & Maintaining Portfolios
  • Understanding Stock & Bond Returns
  • Blockchain & Digital Assets
  • ChatGPT & AI

Tax and Business Services

  • Year End Tax Planning & Strategies
  • Retirement Plans for Small Businesses
  • QuickBooks Online: From Beginner to Advanced
  • Tax Essentials for Your Small Business

If you’re interested in scheduling or would like additional information, please email us: