Speaking Engagements

We are available to speak to your business, professional association, school, church and other organizational events. We have a broad range of topics such as:

  • Education Funding
  • Estate Planning
  • Investing Basics
  • Rollover IRA’s
  • Market Updates
  • Social Security
  • Women and Investing
  • Investing Basics
  • Budgeting and Money Basics

Contact us for more information or to request a specific topic.