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.

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Click here for a partial list of past presentations and topic ideas

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Speaking Availability

I am not accepting speaking engagements at this time.