If you are seeking a dynamic and entertaining speaker for your group or professional association, look no further. I have delivered dozens of presentations to civic groups as well as professional associations. I have topics that have been approved for CE credits by state Bar Associations, the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA) CFP Board, and state insurance departments. Please use the Speaker Request Form below to request a speaking engagement for your group. 

 

Speaker Fees

  • $750 plus travel* for up to two one-hour sessions with CPE Credits. Each additional session at $500.
  • $500 plus travel* for up to two one-hour sessions with no CPE Credits. Each additional session at $375.

*Travel includes airfare and lodging. All fees are negotiable.

 

Speaking Samples (Requires Flash)

Sample 1: "The Sandwich Generation"

Sample 2: "I Love Old People"

Speaker Request Form
Complete the form below to request a speaking engagement for your group or organization. I typically provide an outline to the sponsoring organization to file for CE approval with state regulatory agencies. Some topics will have already been approved for CE credits by the CFP Board or other organizations.
Contact Name*  Email Address*
Contact Telephone* Organization or Group Name*
Date of the Event*  Enter as mo/da/year Length of the presenation:
    Hours
Expected audience size: Will CE credits be applied for?
   Yes   No  If Yes, an outline will be provided.
Topic or Subject Matter Venue description:

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