Speaking Engagement and Seminars

As a service to our communities, our financial professionals provide presentations on a variety of financial topics. There is no charge for this service and our financial professionals are available to come to your office, club, church, and the presentation topic will be tailored to your audience.


Some topics include:

  • Retirement Strategies
  • The Five Fundamentals of Successful Wealth Management
  • Keys to the Future: Saving for College and the New 529 Plans
  • Retirement Solutions for Small Businesses
  • Personal Finance and Budgeting
  • Charitable Giving
  • Asset Allocation
  • Divorce and Finance
  • Estate Conservation
  • Navigating Today's Investment Market
  • Tax Strategies
  • Life Insurance
  • Identity Theft: Reducing the Risk of Fraud

See the events that may already be going on in your area.

If you are interested in having us speak to your group, please visit Evershore University or call 321.304.4016​.

Learn more about our services or contact us for a complimentary, no obligation financial consultation today.