These 40 Financial speakers give free virtual presentations to groups anywhere in the country, with no fee, no honorarium and no mileage. Book one for a club, a library, an employer or a senior center, on retirement income, Social Security, investing and fraud, over Zoom or Teams. Each card shows the city where the speaker is based.
Chicago
President, College Aid Planners, Inc.
Joe Orsolini is an expert in college planning who profoundly understands the intricate details of the college financial aid system, college savings plans and educational tax breaks. Joe specializes in serving the unique financial needs of parents who plan on sending their children to college. He draws from his many years of experience assisting families
Chicago
Law Offices of Robert J. Varak
I am a graduate of the University of Illinois (B.A, 1993) and The John Marshall Law School (J.D., 1996), where I was recognized as a Dean’s Scholar. In nearly two decades as a practicing attorney I have focused on estate planning and business law both as a sole practitioner and as an associate with several
Washington D.C.
Financial Advisor, New Perspective Financial Solutions
Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions. An advocate for supporting financial literacy in the community, Tayvon provides educational seminars on Income Planning, Social Security and Medicare. He is experienced in helping families and individuals achieve their long-term financial goals through innovative approaches. After graduating from Mount St. Mary’s University with
Dallas-Fort Worth
Owner, Help SSA
Ken Jilek helps individuals and couples make sense of Social Security before they make a decision that can shape retirement income for years to come. As a Registered Social Security Analyst® (RSSA®), he uses RSSA Roadmap® planning software to review claiming scenarios and explain options in clear, everyday language. Ken speaks about the choices people
Phoenix
Reverse Mortgage Advisor, Mutual of Omaha - Reverse Mortgage
Bill Cave is a licensed Mortgage Loan Originator & Reverse Mortgage Advisor with Mutual of Omaha Reverse. His passion and deep experience allow him to provide true, unbiased advice and insight into whether Reverse Mortgage loans may or may not be of benefit to a senior based on their individual circumstances. Over his tenure Bill
Phoenix
Founder & CEO , Lessard Wealth Management
Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the Certified Financial Planner™ certification and acts as a fiduciary. She is the founder and President of Lessard Wealth Management. Katrina has extensive
Phoenix
Founder, Harvest Wealth Strategies
Anthony Perez is the founder of Harvest Wealth Strategies, where he works closely with business owners to help them maximize the value of their companies and successfully transition when the time comes to exit. Anthony specializes in working with owners who are typically within three to five years of transitioning out of their businesses but
Phoenix
Senior Wealth Manager, Kierland Financial Group
Jeff C. Young is a Senior Vice President with First Financial Equity Corporation and the Manager and Owner of an investment advisory service, Jeff C. Young LLC in Scottsdale, Arizona. He has been a financial advisor and investment planner since 1982. As a nationally known public speaker, Jeff won Toastmaster International’s World Championship of Public
Milwaukee
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Joe assists business owners and families in succession planning and estate planning. He also assists businesses, their owners, and investors with employee benefit design, executive compensation planning, income tax planning surrounding the creation, operation, and liquidation of business entities and the creation, formation, merger and acquisition of businesses. Joe Assists Clients With: Multi-generational succession planning
Los Angeles & Orange County
Founder & CEO, The Millionaire Keys
Theresa Cornwell is passionate about helping young professionals and teenagers learn the “Keys” to becoming a millionaire. Having an engineering background, she never foresaw herself teaching personal finances. However, God had a different plan. Because she had a mentor talk to her about personal finances at her first engineering job out of college, she was
Milwaukee
Career Coach + Résumé Writer | Certified Ghostwriter, Write Stuff Resources LLC
I understand how searching for a new job sucks. It can be one of the most stressful and demoralizing processes. But it doesn't have to be! One-to-one coaching while co-writing clients' career documents is a unique experience I take people through, which many call "therapeutic" What I love most is seeing the transformation. Often folks
Phoenix
Founder, Pugsley and Sons
Stephen A. Pugsley, Sr, Founder of Pugsley and Sons - Purveyors of Gold & Silver. 28 years of confidentially advising and supplying clients with investment grade Gold and Silver. Unique to the industry with a primary focus of advising clients on ALL of the benefits of acquiring Gold and Silver as a financial hedge against
Chicago
Founder, Sonder Private Wealth Management
With over 30 years of experience, Sonder Wealth provides high-quality, holistic, and unbiased fee-only financial planning and investment management services to families, business owners, and non-profit organizations. In concert with your other advisors, Sonder Wealth can address the entire spectrum of challenging financial issues you may be facing today. From growing to preserving wealth, funding
Dallas-Fort Worth
Financial Advisor, Edward Jones
Reflecting on my past as a young kid, I felt as if my career decision was set before I even knew it. Growing up around a family invested in the business, I found myself learning more about the market and importance of the Edward Jones culture than the average person may experience in a lifetime.
Chicago
Financial Advisor, Edward Jones
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're
Washington D.C.
Managing Partner, Financial Advisor, New Perspective Financial Solutions
Vanessa Patterson is a Financial Advisor for New Perspective Financial Solutions and has a passion for helping her clients fulfill their financial futures in retirement and beyond. As an independent investment advisor, she brings her expertise to make sure that our clients’ needs are being fulfilled. She listens and asks questions until she has understood
Washington D.C.
Financial Planner, Wharf Financial
I am a fiduciary financial planner at Wharf Financial in Washington, DC. I began my career after graduating from the University of Maryland with a degree in economics and a minor in statistics. I’ve always had an affinity towards helping people, taking my tutoring background from my years in school and combining that with my
Indianapolis
Managing Partner, The Financial Enhancement Group
Joseph A. Clark, CFP, is a Certified Financial Planner and has been in the financial services industry for more than 27 years. He is the Managing Partner and Lead Advisor of The Financial Enhancement Group, LLC, an asset management and financial planning firm with four locations in Indiana that manages over $200 million. Joe is
Chicago
Founder, LPL Registered Principal at Prosperifi
I have designed and implemented over 700 wealth plans for entrepreneurs, their families and their businesses. These clients have the ability to control their own income and are serious about the path they have chosen to reach happiness and satisfaction in all aspects of their lives. Alongside financial and investment planning, I believe that true
Los Angeles & Orange County
Wealth Manager, Savvy
Coming from three generations of small business owners, Scott’s passion has always been helping the common person our country is built upon. His goal is to help the small business owner find the same legal tax shelters available to large cap companies, while maintaining liquidity, and creating consistent returns. He is also a published author
Milwaukee
Founder, Hilltop Financial Advisors
Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors, where he helps young professionals in Milwaukee (and their families) make smart choices about their money so they can live their ideal life. In his free time, he enjoys playing hockey in his local rec league and spending time outdoors with
Chicago
Financial Advisor, Veritrust Wealth Management
Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. An 11-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics. Katie works extensively with busy professionals and their families throughout the Chicago area. As a working mother of three young children, Katie takes great
Chicago
Attorney, Hoogendoorn & Talbot LLP
Attorney Laurence Kline has for over forty years concentrated his practice in the areas of estate planning, and estate and trust administration. He is a partner of the law firm of Hoogendoorn & Talbot LLP, a twenty-five lawyer firm with practice areas concentrating in the areas of Trusts & Estates, Litigation, Corporate and Real Estate.
Chicago
Retirement Planning Attorney, Abednego Wealth Management
Laurie works to educate individuals that are in or nearing retirement on ways to protect and maximize their retirement accounts and other assets; minimize taxes and avoid IRS penalties associated with retirement accounts; and prepare estate planning documents. Abednego Wealth Management, Inc. was created out of pure necessity to the ever increasing retirement needs of
Washington D.C.
Sr. Financial Advisor, New Perspective Financial Solutions
Rick is a Sr. Financial Advisor and Licensed Federal Retirement Consultant at New Perspective Financial Solutions. He holds the National Social Security Advisor (NSSA®) and Federal Retirement Consultant (FRC℠) designations, specializing in retirement income planning, Social Security optimization, and tax-efficient strategies tailored to each client’s unique situation. Rick’s community roots run deep. He is a
Phoenix
Founder & President, Strategy Financial Group
Calvin Goetz is a financial advisor who has dedicated nearly 20 years to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. In 2010, he founded Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S. Calvin works to help families and individuals develop personalized financial plans
Chicago
Financial Advisor , Westpoint Financial MassMutual
Using The Conversation Project we'll discuss Advance Health Care Directives and participants will leave with the tools to ensure that they're able to write and post one as soon as they've discussed it with their family and loved ones. My fictional novel about this subject is available on Amazon.com: Landslide Love. Professionally I've founded, sold,
Phoenix
Attorney, Specific Law Firm
Marsha Goodman is the founder and owner of Specific Law Firm, which focuses exclusively on helping seniors and their families apply for Arizona Long Term Care and VA benefits to pay for long term care, long term care planning and Special Needs planning, especially when needed to maintain eligibility for public benefits. She graduated summa
Chicago
President, Big Wave Advisors
David Nielsen is founder and President of Big Wave Advisors Inc. A visionary, an innovator and a gifted conceptual thinker, he has over 30 years experience as a money manager, trader and now financial coach to individuals and businesses alike. David has written articles for numerous publications and is author of Big Wave Flash Reports
Washington D.C.
Founder, Jurnex
I'm a investment manager and financial advisor who helps people conquer their financial fears with one of the most powerful tools available: knowledge. I started my career more than ten years ago in corporate finance. I then moved into investment management, earning my CFA and CDFA designations in the process. My watershed moment came last
Showing 30 of 40 free virtual speakers
