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The Road Map to Financial Independence
Words from My Father
  

In this presentation Jay shares three pieces of advice from her father that have proven to be the most empowering words of financial wisdom. Participants will learn about controlling spending habits, defining long-term financial goals, understanding their personal spending and saving patterns, planning and saving for the things they really want, and living beneath their means as a way of life. Mo...

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Travels From: New Orleans, LA
Fee Range: Varies

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Investing in Healthcare for Profit endeavors
Investing in Healthcare
  

Dr. Berman provides potential investors with opportunities in healthcare. He uses the knowledge of healthcare trends to help the potential investor with directions for their healthcare investments.

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Travels From: Jacksonville, FL
Fee Range: $1,000 - $2,500

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Women & Wealth
Claim Your Life
  

There is a changing face of wealth in North America. Moving forward women will represent an increasingly influential segment within the Wealth Management market. Here are just a few important things to know about this emerging market. • 70% of women will change their husband’s advisor(s) within one year of the death of their spouse/partner • 90% of women will be required to play the...

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Travels From: Toronto, Ontario (Canada)
Fee Range: Available Upon Request

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Financial Empowerment Topics Customized for YOUR Audience!
Topics include estate planning, budgeting, generational wealth transfer, real estate, insurance, business starting/building, scams, and credit repair
  

As a fee-only financial planner, JJ has delivered outstanding content on a variety of financial topics including scams, credit repair, budgeting, estate planning, generational wealth transfer, buying or selling a home, insurance, and business building. Topics are customized to your requirements, will compliment your theme, and will add incredible value to your audience. Some of JJ's more popul...

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Travels From: Bossier City, LA
Fee Range: Varies

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Transform Your Memory Into a Valuable Asset
An entertaining, interactive presentation where audiences have fun learning to remember names, secure passwords and more.
  

Remembering anything made simple (and fun) with this interactive presentation. Customized for your audience, but usually including how to remember the names of clients and prospects, numbers and other industry-specific details, secure passwords... everything we see, hear and read. Tons of on-your-feet, hands-on practice makes it simple to put these exciting new skills into practice in the real...

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Travels From: New York, NY
Fee Range: Available Upon Request

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