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.