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