Speaking Engagements

Financial Speaking Engagements

Need a Speaker?

As a community service, some of our CFP® professionals provide presentations to civic organizations and corporate groups on a variety of timely financial issues and concerns. The presentations can run from 20 to 50 minutes in length and can be tailored to your audience. Below are the current topics:

  • Current Economic Environment
  • “A Man is not a Plan”
  • Maximizing Social Security Benefits
  • Basic Investment and Planning Issues
  • Dealing with the Healthcare of a Parent
  • Countdown to Retirement
  • 7 Birthdays You will Hate to Love: The “Benefits” of Growing Older

Our CFP® professionals available for presentations are:

  • Gary Abely, CFP®, AIF®, CPA
  • Nancy Hecht, CFP®, AIF®
  • Roger Johnson, CFP®, AIF®
  • Denise Kovach, CFP®, AIF®
  • Judith Sanborn, CFP®, AIF®
  • Todd Tocco, CFP®

Learn more about the presenters.

There is no charge for this service. It is simply a way for us to share our professional knowledge and give back to the community that has helped us grow to become one of Central Florida’s largest independent personal financial consulting firms. If you are interested in having us speak to your community group, please contact us at 407-869-9800 or click here.