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

Tuesday, March 10th, 2015

*Understanding Longevity Annuities and their Potential Role in Retirement Income *The Impact of Valuation-Based Asset Allocation on Retirement Income *Future of Financial Planning in the Digital Age @ FPA San Francisco

Wednesday, March 11th, 2015

*CPWA Training on Retirement Planning @ IMCA

Wednesday, March 18th, 2015

*Setting a Proper Asset Allocation Glidepath in Retirement *Safe Withdrawal Rates: Mechanics, Uses & Caveats @ FPA Greater Kansas City