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Speaking Topics

Speaking Topics Include:

  • Getting Everything You Want Out of Life: 7 Stepping Stones to Financial & Spiritual Success
  • Between Jobs?: 5 Things You Must Do Now to Protect You and Your Family’s Financial Future
  • Okay, I Know When to Buy, But When Do I Sell?: Learn When To Take Profits and How Not To Lose Your Shirt
  • But Which Mutual Fund?: A Simple Step by Step Guide to Picking Mutual Funds in Your 401k Plan and IRAs
  • Loaded for Bear: 5 Savvy Strategies for Protecting and Even Growing your Nest Egg in a Tough Market
  • Chalk talk: The X’s and O’s of Buying and Selling Stocks Using the Regatta Method
  • Technical Analysis 101: How to Pick Stocks and Mutual Funds Utilizing Price and Volume
  • How to Buy When the Market is Freaking Out and To Sell When the Market is Getting
  • Greedy: The Insider’s Guide to the New Field of Behavioral Finance
  • Are Your Investments as Safe as You Think? How to Uncover the Truth
  • The ABC’s of Teaching Your Children How to Save, Invest, and to Give Something Back
  • Tax Efficient Investing
  • 10 Last Minute Tax Savings Tips
  • Investing for Women
  • China: How to Cash In On the Next Big Thing
  • A Consumer and Investor’s Guide to the Coming Energy Crises
  • Investing for Thirty and Forty somethings
  • Can I Retire Now, or Should I Wait a Few More Years?
  • Suddenly Single: Creating a Financial Silver Lining for Those Suddenly Divorced or Widowed
  • How Not to Run Out of Money in Retirement
  • Monte Carlo Retirement Simulations
  • How Much Should I Have in Stocks? And How Much in Bonds?
  • Lessons from Rita and Katrina: Building a Personal and Business Disaster Recovery Plan
  • Alternatives to Mutual Funds: ETFs and Closed End Funds
  • Evaluating Higher Yield Investments, REITs, Preferred Stocks, and High Yield Bonds
  • Managing Variable Annuities and Variable Life Sub-Accounts
  • What to Do After Your Nest Egg Cracks
  • The Relentless Pursuit of Alpha a.k.a. How To Minimize Your Risk and to Maximize Your Returns

The topics listed are meant to be only representative and not exhaustive. Topics can be easily developed to fit your situation.

Contact Us with your desired speaking topics, and we can gladly accommodate you.