Need A Speaker?

I am available as a speaker for professional, school, religious, community, or charitable groups. For local groups, generally there is no charge. A partial list of speaking topics are listed below, which can be modified to suit your group's needs. Presentations can range in duration from about 20 minutes to 2 hours. For a negotiated fee, I can also do a seminar series for more serious educational programs. If your group has a need for an engaging speaker, please call me at 408-257-4137.



Retirement Planning


The importance of starting to save early



Important issues for those retiring within 3-7 years


Establishing a “Retirement Roadmap” for those retired or those retiring shortly




Investment Topics


Financial Strategies for Uncertain Times



Investment Basics



Mutual Fund Basics



Index Funds and Exchange Traded Funds -
What Are They and What is So Great About Them Anyway?



Investing Simplified - What Is Really Important in Building an Investment Portfolio



5 Criteria to Use When Selecting a Mutual Fund



What Is Asset Allocation & Why Is It So Important?



Financial Planning Topics


Your Greatest Financial Legacy - Teaching your Children (or Grandchildren) To Save & Invest


How Select a Financial Advisor



Financial Planning Issues for Women



Will My Money Last As Long As I Do?



College Planning Topics


Section 529 College Savings Plans - Are They Right For You?



Demystifying the College Financial Aid Process



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