Need A Speaker?

Need A Speaker At Your Next Meeting!

Make your next meeting something that will benefit families for generations to come! Create an opportunity for your event to be a learning experience that may make or save money for your attendees.

We will also come to your employer or retiree meetings! We do not charge a fee for this service.

List of Available Topics


  • Annuity Seminar
  • Lump-Sum Pension Rollovers - How To Avoid 20% Penalty
  • How To Greatly Reduce The Fees You Are Being Charged
  • Estate Settlements-Avoid The High Cost And Learn How To Speed It Up
  • Maximizing Pension Benefits
  • Making Taxable Money... Tax-Free To Your Children
  • 401k & IRA Rollovers
  • Overall Education On A Variety Of Products, And Many More!
  • (330) 854-1144