Our highly talented and knowledgeable team of professionals are available for media interviews, as dynamic podcast guests, speaking engagements, industry events, public relations, and more.
Founder, President & Chief Investment Officer
Sample Topics
- The Future of Money – Bitcoin & Cryptocurrencies
- Estate & Financial Planning with Cryptocurrencies
- Blockchain & Emerging Technologies Investing
- Utilizing Technology Tools, Resources & Apps to Improve Your Life
- What is the Future of Advice and the Role Financial Advisors Will Play?
- Creating Retirement income Portfolios with Dividend Stocks
Financial Planner
Sample Topics
- Retirement plan Options for the Self-Employed
- Estate Planning for Business Owners & Executives
- How to purchase Bitcoin & Cryptocurrencies in a Self-Directed IRA
- Business Succession Planning
- Blockchain & Emerging Technologies Investing
- Bitcoin & Cryptocurrency Basics
Financial Planner
Sample Topics
- Maximizing Your Social Security Retirement Income
- Planning Strategies to Achieve your Preferred Retirement Lifestyle
- Low cost Retirement Income Portfolios
- Financial Education Programs in the Workplace
- Survivorship Income Planning Strategies
- Planning for Early Retirement, Rolling-Retirements and Sabbaticals
Financial Planner
Sample Topics
- Top 5 Money Tips for Millennial Woman
- Estate Planning for the Young Family
- Successfully Navigating the Financial Aspects of a Divorce
- How to Live the Life You Want with Smarter Planning & Investing
- Financial Planning for Newlyweds
- Bitcoin, Cryptocurrencies and Divorce
