One aspect of running my own firm that I love is getting out and teaching groups of people. Just like mission, my presentations center on maximizing charitable giving. Be it through estate planning education, nonprofit board training, or sharing tools and resources for professional advisors, I’m always open to speaking at different organizations and events across the state.
Here’s a great example (from the Basics of Estate Planning workshop hosted in April 2017) of the types of content I like to speak on. Of course, I modify my content so it’s applicable to event, organization, and audience.
So, if you’re in need of a speaker on estate planning, don’t hesitate to shoot me an email at email@example.com or give me a call at 515-371-6077 to discuss your upcoming event and potential speaking topics.