A speaker delivering
real-world, practical, knowledge and content
for retirement plan advisors…
As the creator and instructor (former – sold IP to fi360) of the 401k Service Training Program, I’ve taught thousands of retirement professionals nationwide how to run a more effective and compliant practice.
I’ve taught private events for:
- Bank of America,
- NRP Financial,
- The Standard,
- Prudential Investments,
- LPL Financial, and
- American Funds.
I’ve been a featured speaker at:
- the National Retirement Partners Conference;
- the CFDD Annual Conference (2 years);
- the fi360 Annual Conference (4 years);
- the Annual Employee Benefit Advisor Forum;
- Global Economic and Investment Analytics Live Webinar Event;
- the 401k Study Group Live Webinar Event;
- Strategy Expediters Professional Education Series;
- and was the KEYNOTE speaker for American Century Fund’s Retirement Roadshow Series in the Pittsburgh area.
Click here for a partial list of past presentations and topic ideas
I am not currently accepting speaking engagements.