One of my favorite professional activities is speaking to groups of people who have a genuine interest in learning more about protecting themselves from The Madoffs Among Us.
In my presentations, I help people understand the consequences of ignorance about financial matters and just how problematic non-involvement in their finances can be.
When I speak, I make sure to engage my audiences with a combination of stories and information designed to help your group make better financial decisions and preserve their wealth.
For example, one person I helped was able to correct a financial advisor’s decision that would have cost the investor over $100,000 and enriched the advisor – and this was done after the trade was made.
I typically speak to business groups, groups of retired or soon to be retired people, women’s groups, corporations and consumer advocacy groups.
If you would like to consider my presentation for your organization, simply fill in the Request for Engagement Form and someone from my office will reach out to you to discuss the details.