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Event Speaker

As a former award winning competitive speaker, I strive to take what are often considered complex and boring topics, such as Tax Laws and Finance, and make them fun! I work to deliver my speeches in an interactive, professional, and entertaining manner while engaging and entertaining the audience.  

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Lunch and Learn

I am available to address your company, trade group, social, or church group with a wide array of relevant topics. I also am regularly available through www.objectev.com as part of an ongoing lunch and learn series for business owners as an employee benefits.

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Custom presentations for your group or company!

In addition to a large collection of investing, economic and tax topics I can also address groups of professionals to help them better understand various client service options available to them.

Last Minute Speaker Needs?

949-226-8996

We have all faced the horror of a event of any size loses out on a planned event, presentation or speaker for whatever reason. I'm always looking for opportunities to speak and have a very wide range of presentations to fill your speaker needs... and yes, even at the last minute.

Disclosures:
 

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WWW.FINRA.ORG

 

Registered Principal offering securities and advisory services through Independent Financial Group LLC. A registered broker-dealer and registered investment advisor/ Member FINRA/ SIPC.

IFG OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130.

 

IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

 

Independent Financial Group (IFG) does not give tax advice. IFG Registered Representatives (RR) do not give tax advice while acting as an RR. These matters should be discussed with your tax professional.​

This material is not intended to replace the advice of a qualified tax advisor, attorney, and accountant or insurance advisor. Consultations with the appropriate professional should be made before any financial commitments regarding issues related to the situation are made.

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