Speaking

I use humor and organize material to make complex topics seem like common sense. My presentations on personal finance and investing Are great entertainment and education for conventions, conferences, banquets, business meetings, and other functions. My topics include:

• The basics of the stock market and investing
• How to read financial statements to analyze companies
• Creating a financial plan to achieve life goals
• Creating and organizing crucial financial documents, such as wills, medical directive, and a list of where to find financial records
• Developing an asset allocation plan that matches tolerance for risk
• Taking advantage of online resources and software programs to research and manage investments
• Avoiding scams and fraud
• Protecting electronic and paper financial information
  

I'm taking a brief sabbatical from speaking, but you can tempt me with an interesting gig.