Michael speaks on a wide range of topics, including content on both technical planning issues and practice management.

  • Keynote or breakout sessions
  • 1-hour or 2-hour formats
  • Discounts for associations


Tap Michael's expertise to gain perspective on how your company can better serve, reach, and succeed in working with advisors.

  • Grassroots perspective on advisors
  • Insights across the channels
  • Available for full-day site visits

Out and About - Schedule

Friday, October 3rd, 2014

Future of Financial Planning in the Digital Age Understanding the New World of Health Insurance @ Private Event

Wednesday, October 8th, 2014

Setting a Proper Asset Allocation Glidepath in Retirement Trusts as Beneficiaries of IRAs Taking a Fresh Look at Reverse Mortgages @ FPA Illinois

Friday, October 10th, 2014

Long-Term Care Insurance Advisor Conversation Around Policy Design @ Private Event