Call Us at 610.715.2881 for a No-Cost, No-Obligation Consultation!

Seminars / Public Speaking Engagements

Seminars / Public Speaking Engagements

Enhance your program by letting us speak at your next event. Our easy-going, conversational style is perfect for informing and educating your company’s employees or members of your professional or community organization.

We have made presentations to an extensive list of corporations and community groups. If there’s a financial issue chances are we have talked about it. These are just some of the types of questions we can answer:

  • How do my stock options work?
  • Is there a tax-advantaged way to pay for college?
  • Is my 401(k) diversified?
  • I’m being asked to make an 83(b) election…what is that?
  • What’s the best way to make charitable contributions?

If you have a particular topic you’d like us to address please don’t hesitate to contact us about customizing a presentation for you.