These 71 Financial presentations are free to book as virtual presentations for groups anywhere in the country, with no fee, no honorarium and no mileage. They cover retirement income, Social Security, investing, taxes and fraud, for clubs, libraries, employers and senior centers. Each card shows the city where the speaker is based.
This informational seminar is designed for Federal Government workers under the FERS system who are retiring within the next 5 years. We will discuss the TSP options, how to maximize your pensions, and how to incorporate Social Security into your retirement.
Washington D.C.
Drawing from his experience as a financial planner, business owner, educator, and founder of Financial State of Minds, Darrin Harvey provides practical strategies for achieving financial success and building a meaningful career or business. This presentation explores financial literacy, money management, entrepreneurship, wealth-building principles, and the mindset required for long-term success. Attendees gain actionable tools they can use to improve
Los Angeles & Orange County
This is an A-to-Z informational class covering the Home Equity Conversion Mortgage (FHA - HECM) in an educational, straight-forward manner. Bill covers recent changes in the program that helped make the reverse mortgage loan program a smart and safe option for retiree's and seniors. This seminar also provides a road map on how to navigate the process and make good
Phoenix
According to the Social Security Administration: 94% of the Baby-boomers are not prepared for retirement. The sad reality is that retirement is a financial position not an age. Far too many people think of retirement in terms of time however; that is only half of the equation. Retirement is time+money and so many people miss the second part “money”. There
Chicago
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial
Phoenix
Many business owners spend decades reinvesting everything back into their company, only to discover later that most of their personal wealth is tied up in the business itself. At the same time, rising costs, hiring challenges, and economic uncertainty are placing more pressure on owners to remain deeply involved in day-to-day operations. This presentation explores the unique financial planning challenges
Phoenix
You've just graduated and are ready to enter your chosen field. But you also have student loans that have to be repaid. Debt can be an emotionally draining burden to carry, but it doesn't have to be. With a solid plan and a vigorous dedication to eliminating debt, there are steps one can take to accomplish the task of becoming
Phoenix
Ken Jilek presents a practical, easy-to-understand, talk on Social Security claiming and retirement income planning. He explains how claiming age can affect monthly benefits, why married couples should consider their decisions together, and what divorced-spouse, survivor, and working-while-claiming rules may mean for a household. Attendees learn questions to ask, records to review, and steps to take before filing. Ken also
Dallas-Fort Worth
This financial seminar will educate you on how to maximize your social security. We will discuss strategies to pay the least amount of taxes on your social security along with how to properly claim off your spouse. Participants will leave this event with better knowledge on how social security incorporates with their retirement.
Washington D.C.
Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future. In this seminar on Women and Money, you'll learn: * The unique
Phoenix
*COVID-19 Update* I have conducted several online webinars and Zoom-based conferences for small groups and would be happy to do so for your organization as well. Most people know that they should have a will, but why? When should you have your first will drafted? What is the difference between a will and a trust? How do I make sure
Chicago
Social Security is one of the most important retirement income decisions most families will ever make — yet many people claim benefits without fully understanding how timing, work income, spousal benefits, survivor benefits, and Medicare coordination may affect their long-term financial picture. This educational presentation helps individuals and couples understand the key Social Security claiming rules before making a decision
Phoenix
Over the past 35 years, the 401(k)/403(b) have replaced the traditional pension plans as the main source of retirement income for the populace. Unfortunately, due to the greed of Wall Street, Insurance Companies, Mutual Fund Purveyors and Investment Advisors; the paycheck by paycheck contributions made by the workers have been "Eaten Up" by excessive fees. For example, you have your
Chicago
Gold and Silver Bullion is the oldest appreciating asset known to mankind and yet very few know ALL of the benefits of holding and acquiring physical Gold and Silver. With this expert presentation, learn all of the benefits that "Smart Money" has known throughout history and why Gold and Silver are more relevant today then ever before. In depth explanation
Phoenix
Whether you're a young professional realizing financial success starts now, or you're a college student trying to get ahead financially, you'll learn the proven process and powerful mindset to reaching your first $1 Million (and beyond).
Los Angeles & Orange County
In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not. Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see
Milwaukee
We live in a world now where the responsibility for a lifetime of financial well-being rests solely in our own hands. The increasing complexity of the financial choices and decisions we face have exposed a dismal reality: most folks do not have an adequate understanding of the financial principals, behaviors and attitudes that will foster financial well-being. In this interactive
Chicago
Jim Wanserski is a tenured business finance, accounting, operations, management consultant, and executive across a host of industries. In addition to his industry expertise, however, he has had to deal with over a dozen fraud and corruption incidents – preventing, identifying, “cleaning them up,” testifying, and then drastically changing the organizations. His whistleblowing and fraud-busting experiences resulted in a vast
Dallas-Fort Worth
Of course, you know procrastination doesn't forestall the inevitable; it just means you will be unprepared. We know life is full of change and that all of us face end-of-life issues. To help prepare for a good death, here are some questions to consider with your loved ones, friends and advisors.
Washington D.C.
There's a full court press on how one should invest their hard earned money. Active vs. Passive. Mutual Funds vs. ETFs. Stock, bonds and alternatives too. Is one approach superior to the next? Do they fit together? What's the appropriate blend and where does one begin? These are just some of questions we'll cover in a fast based, ambitious environment
Chicago
Federal employees have one of the most valuable retirement packages in the workforce — and one of the most misunderstood. This seminar is designed specifically for federal workers under FERS who want to understand what they’ve actually earned and how to maximize it. We’ll cover your pension calculation, TSP distribution strategies, FEHB options in retirement, and how to coordinate your
Washington D.C.
Vanessa Patterson is a financial advisor dedicated to helping individuals navigate the transition from their working years into retirement with confidence. She works closely with clients to create personalized strategies focused on income, lifestyle goals, and long-term financial security. In today's presentation, Vanessa will discuss key considerations for those preparing to retire in the near future and the steps they
Washington D.C.
Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
Chicago
Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include: - Coordinate Social Security benefits to match your retirement timetable - Maximize tax efficiencies to keep more of your money working for you - Secure basic life expenses with guaranteed* income you can never outlive - Invest to protect yourself
Phoenix
10,000 people each day will be enrolling in Medicare over the next 15 years. It is a trend known as the "Silver Tsunami" and it will have a significant impact on US economy and the health insurance industry. This educational presentation gives an overview of the current health insurance and Medicare marketplace and offers insights into some of the potential
Phoenix
The Rules of the Road presentation introduces the Edward Jones' 10 Rules of the Road to investing. Participants will learn: The most common investing mistakes and how to avoid them; Investing strategies to help reach their long-term goals; What they can do now to prepare for retirement
Dallas-Fort Worth
With 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.
Chicago
Real estate is often a person’s largest asset, but many homeowners never learn how to incorporate it into a broader strategy for building and preserving wealth. In this presentation, Kurtis Kooiman draws upon 30 years of experience in residential lending and real estate to explain how homeownership, mortgage planning, investment property, and home equity can work together as part of
Los Angeles & Orange County
Scott Eichler is a well-known financial advisor in Southern California. His educational workshops have been widely attended by hundreds of retirees and pre-retirees throughout LA, Orange, and San Diego Counties. His book, Don't Play Chicken with Your Nest Egg, achieved best-seller status on Amazon. Scott has developed a specialty in helping people realize their dream of financial independence through formula-based
Los Angeles & Orange County
Even if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings can cause massive stress, and it’s one of the key reasons why people make panicked investment decisions. That’s why it’s so critical to change your mindset about investing. In this talk, I cover the importance of achieving
Washington D.C.
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