Client Event


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.

Jeff Lanza

A Former FBI Agent & Expert in Identitiy Theft Prevention & Cyber Security Who Helps Advisers Keep Their Clients Safe in a World of New Emerging Threats

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Jeremy Poincenot

Blind at 19, World Blind Golf Champion at 20, Inspirational Speaker and Philanthropist For Life

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Karl Mecklenburg

Former NFL All-Pro Linebacker and Current Speaker on Teamwork & Leadership

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Kelly Ferrin

Gerontologist and Longevity Expert

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Kurt Czarnowski

Expert Answers to Your Social Security Questions

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Laura Feldman

A “Washington Insider” on Social Security & Medicare – Helping Educate Advisers, Senior Groups Across the Country

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