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Many business, civic and
social organizations need expert speakers for their
meetings and other events. We can provide experienced
speakers on a variety of investing, tax, and personal
finance topics
_ Planning For Retirement (Including The New 401k
And IRA Rules).
_ Investing During Retirement: How To Reduce Risk
And Worry.
_ How Modern Portfolio Theory Can Help Maximize Investment
Returns With Lower Risk.
_ Tax Efficient Investing.
_ Effective 401k administration, reducing your fiduciary
liability.
_ Education Savings Alternatives: What Is Best For
You?
Our speakers are experienced CFPs who normally use
a PowerPoint slide presentation, provide handouts,
and answer questions. There is usually no charge for
speaking services within the Peoria area.
Contact
Us if we may be of service. |
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