Financial Professional Consulting Services

We can provide training for employees of financial product companies and topical presentations for Due Diligence and Broker/Dealer and Branch Office meetings.

Speaking Services:

  • Training for investment company staff
  • Keynote speaker for seminars/meetings
  • Continuing education classes

Topics can include but are not limited to:

  • Retirement Risk Management
  • Behavioral Finance – theory and applications
  • Retirement Income Engineering – investing for sustainable Income
  • Personal Pension Strategies – sources and strategies of guaranteed income
  • Portfolio Optimization – What Happened to Modern Portfolio Theory?

All the above topics are discussed in the book, Rescuing Your Retirement  – Investment Illusions Meet Reality, due to be published, February 2010.  The book, intended for investors and investment professionals, is appropriate for handouts at speaking engagements.