I am available to offer a complimentary speaking engagement at a group, meeting or employment event to introduce my service, give basic information and answer your questions about personal financial planning.
If you would like to invite me present a planning seminar at an event, retreat, workshop, personal group, or employment meeting, I am available on an hourly basis. As an author, personal financial and retirement planner and entrepreneur, I have held many seminars in my career. These, however are not a replacement for personal consultation.
This seminar is a presentation and overview of financial and retirement subjects common with the great majority of people I have worked with. I make plenty of time for questions and follow through with attendees who request a personal consultation.
Please contact me at firstname.lastname@example.org if you would like to request one of these presentations.