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

Wednesday, September 2nd, 2015

*Understanding Longevity Annuities and their Potential Role in Retirement *Trends & Developments in Long-Term Care Insurance *Understanding the New World of Health Insurance @ FPA Illinois

Wednesday, September 9th, 2015

*Future of Financial Planning in the Digital Age *Modern Portfolio Theory 2.0 @ FPA San Diego

Thursday, September 17th, 2015

*Future of Financial Planning in the Digital Age *Social Media for Financial Planners *Understanding Longevity Annuities and their Potential Role in Retirement Income @ FPA Colorado

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