Broker Check

Speaking Engagements

Leverage Our Expertise

Leverage Our Expertise

We provide experts on numerous topics for

  • Individuals
  • Donors
  • Multigenerational families
  • Civic Groups
  • Foundations & Boards
  • Organizations
  • Professional Associations  
  • Churches & Religious Groups

Our engagements are customized to each audience. Below is a partial list of our most requested topics:

Investments / Investing 101

Retirement Planning

Family Financial Health ("Family Love Letter")

Eldercare / Caring for Aging Parents

Employee Financial Wellness

Legacy Planning / Charitable Giving for Impact

Social Security Optimization


Tax Planning

Estate Planning

Identify Theft

Digital Estate Planning

"An investment in knowledge pays the best interest." - Benjamin Franklin

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