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.

Laura Feldman

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

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Leslie Beck

Canada’s Leading Nutritionist Offers You Relevant Nutrition Information & Healthy Food Inspiration

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Matt Johnson

On Target Living is the Leading Authority on Small Steps to Healthy Living

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Peter Stahl

Equipping Financial Professionals to Handle: Medicare, Long Term Care & Income Solutions for a Health Care Coverage Plan

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Richard Starr, J.D., LL.M. (Taxation), CLU

Delivering Insurance Strategies in Estate & Retirement Planning, Business Continuation & Wealth Preservation to Financial Professionals

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Eddie Osterland

Let America’s foremost wine and food expert teach you the secrets to mastering the art of entertaining.

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