Client Event

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Speakers

Client appreciation events are a great way to make your clients feels good about their choice of advisor and to also turn them from clients into advocates. We provide you with a great group of speakers who can speak both inside and outside of financial planning. We help you bring in speakers that will appeal to your client’s interest not just their portfolio.

Dr. Katy Votava

Your Expert on Medicare, the Affordable Care Act & Overall Medical Costs

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Gordon Viggiano

Embrace Meaningful & Accountable Change in Your Personal & Professional Life

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Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

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Jack Broyles

Jack Broyles specializes in training financial professionals, their clients, and families on – the financial aspects of Alzheimer’s disease and Elder Financial Abuse. 

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Jan Hargrave

Teaching Individuals To Become More Sensitive to Nonverbal Communication & Cues – Theirs & Yours

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Jeff Bush

Part of The Washington Update – Helping advisers decode the DOL’s ruling and what it means moving forward.

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