Are you looking for someone to present to your group?

The world of personal finance is constantly evolving, and trying to stay abreast of developments can be challenging.  Sometimes a group setting is a great way to learn new concepts, discuss current topics and debate strategies and philosophies.

We have a vast repertoire of presentations ready to present to your group, or we can customize material to meet your specific requirements.  We are also happy to bring in other speakers with specific expertise in financial and non-financial matters.


You can select from one of our prepared presentation topics, or we can customize to address your specific needs...

  • Pre-retirement Planning

  • Preparing for the Sandwich Years

  • Retirement Income

  • Retiring Well

  • Your Investments and Taxes

  • Education Savings

  • Investing in Volatile Times

  • Families and Money


Have questions? 

Reach out to us via email or telephone --> 519-886-9009