Book a Speaker

Are you looking for just the right speaker to address your club, organization, or your employees?

Our CERTIFIED FINANCIAL PLANNERS™ are knowledgeable, enjoyable and entertaining and can address numerous topics to fit your audience’s concerns, issues and time frame. Our CFP®’s are experienced investment planners, television guests, authors, and motivational speakers and are available to speak at breakfasts, luncheons, dinners, and major conventions.

Subjects covered include, but are not limited to:

  • Estate and Tax Planning Strategies
  • Major Life Transitions: Divorce, Death of a Spouse, Early Retirement
  • Wealth Management for Individuals & Small Businesses
  • 401(k) Planning, Education & Implementation
  • Charitable Gifting
  • The Economy & How it Affects You
  • Top Ten Things to Consider as you Approach Retirement
  • Will You Run Out of Money in Your Golden Years?

If you would like one of our CERTIFIED FINANCIAL PLANNERS™ to speak to your employees, club, organization, association or foundation, click here or call (732) 528-4333.