Speaking

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

Consulting

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, September 5th, 2014

Trends & Developments in Long-Term Care Insurance @ Private Event

Tuesday, September 9th, 2014

Setting  Proper Asset Allocation Glidepath in Retirement Social Media for Financial Planners @ FPA Miami

Wednesday, September 10th, 2014

Setting a Proper Asset Allocation Glidepath in Retirement Understanding Safe Withdrawal Rates in Retirement Cutting Edge Tax Planning Developments & Opportunities Applying Behavioral Finance in Your Financial Planning Practice @ FPA East Tennessee

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