Speaking

I speak on a variety of subjects related to retirement planning and financial planning. My expertise lends itself to customizing my presentation to fit the needs and interests on your audience. Here is a sampling of the topics I speak on:

  • Social Security – How to decide on the best way to receive your benefits
  • Healthcare – What every pre-retiree and retiree should know about Medicare and Obamacare
  • Long-Term Care – Separating fact from fiction – how to make sure you will have coverage when you need it most
  • Retirement Income Planning – How to make your 401k and Social Security last a lifetime
  • Investing – Basic investing/investing for retirement income
  • How to Get the Most From Your 401(k)
  • Catching Up When it Seems You Are So Far Behind – Using “Red Line Solutions”

 

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Please note: I reserve the right to delete comments that are offensive or off-topic.

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