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.