Looking for an

Engaging Speaker?

Seeking a compelling speaker, podcast guest, or wealth management professional who can simplify financial planning for your audience?

Our experienced speakers can deliver engaging presentations on a variety of retirement and financial planning topics, tailored to the needs of your group.

 

  • Focus on the crucial “red zone” years before retirement or the joys and challenges of living in retirement.
  • Sessions tailored for specific audiences, including women investors, young professionals, new investors, philanthropic individuals, or interested in faith-based investing.

Mark Bain, CFS, BCM

Managing Director, Senior Wealth Advisor

Mark has over 30 years of experience speaking to groups in areas of financial and estate planning. With a passion for public speaking, Mark has shared his knowledge with businesses, schools, churches, non-profits and the general public.

Topic Specialties

•  Charitable Giving Strategies
•  Find Your Freedom – Financial Freedom
•  Investing Your 401k & Navigating Employer Plans
•  Legacy Letter

Denise Talbert

Wealth Advisor

Denise is a passionate speaker with experience engaging audiences of all sizes. Her commitment to financial empowerment shines through in her personable and relatable approach.

Topic Specialties

•  Financial Literacy – Teaching the next generation smart money habits
•  Women Investors

Kayla Oliver, CFP®

Wealth Advisor

Kayla is an engaging speaker with a passion for empowering new investors and women through financial education.

Topic Specialties

•  Next Gen Investors
•  Investing Your 401k & Navigating Employer Plans
•  Women Investors

Additional Topics

Any of our speakers are available to present on a wide variety of financial topics, including but not limited to:

 

  • Basics of Investing
  • Charitable Giving Strategies – How to give to charity effectively
  • Estate Planning 101
  • Financial Literacy – Teaching the next generation smart money habits
  • Find Your Freedom – Financial freedom
  • Holistic Financial Planning
  • Investing Your 401k & Navigating Employer Plans
  • Retirement Phases: The Go-Go, Slow-Go, and No-Go Years
  • Next Gen Investors – Kids of clients, schools/colleges, younger investors, getting started
  • Retirement Planning
  • Risk Tolerance
  • RMDs (Required Minimum Distributions) – Income Planning
  • Women Investors
  • Countdown to Retirement – Key Financial Steps in Your Final Working Year
  • Legacy Letter

Interested in booking a speaker?