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Bob Adams, CFP®,MBA,MSFP
certified financial plannerTM practitioner
Phone:
408-257-4137
Email: bob@armstrongplanning.com


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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




Armstrong Retirement Planning, LLC is a registered investment advisor in the State of California. This website is intended only for residents of California. My Form ADV can be reviewed on the Client Forms page of this web site.



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