Find a speaker

Marguerita Cheng - Trainer and instructor
Marguerita
Cheng
Chief Executive Officer
Blue Ocean Global Wealth
Retirement Planning, Investments, Financial Planning, Financial Management, Financial Results

I am passionate about helping others gain clarity and confidence about their personal finances.

United States (Washington D.C (District of Columbia))
Global
English
Japanese

Member
Michael Chabalik - Trainer and instructor
Michael
Chabalik
Senior Vice President
Merrill Lynch
Retirement Planning, Linking financial planning to asset management, Financial Planning, Finance and Investment

I am an engaging, entertaining speaker who looks to educate on complex topics in simple terms.

United States
North America
English

Member
Bill Neville - Public speaker
Bill
Neville
CISP
Director of Professional Development
The Entrust Group
Finance, retirement, retirement savings, Retirement Planning, Alternative Assets, IRA

Business Development Manager at The Entrust Group - Self-Directed IRA Administrator

United States
North America
English

Member
Chris Janota - Trainer and instructor
Chris
Janota
President & Financial Advisor
President
Envoy Wealth Management LLC
Investments, Retirement Planning, College Planning, Estate Planning, Life Insurance, Financial Literacy

When you're not focused on how much you've sold, you're focused on truly helping people instead.

United States (Indiana)
North America
English

Member
Penelope Tzougros - Trainer and instructor
Penelope
Tzougros
PhD
Financial Planner, National Speaker
Wealthy Choices(R)
Anti Aging, Healthy Ageing, aging in place, Retirement Planning

I give you the framework of facts and inspiration to make wise money choices.

United States (Massachusetts)
North America
English

Member
- Public speaker
Wealth Manager, Managing Member
Retirement Extender
Holistic Financial Health, Financial Fitness, Tax Planning, Financial Planning and Asset Management, Retirement Planning, Rejuvenate Your Retirement

Steve first learned about investing when he received 13 shares of AT&T stock for his 13th birthday.
United States
North America
English

Member
Paul Luchau - Trainer and instructor
Paul
Luchau
Speaker | Educator | Financial Strategist
The Finer Center
Financial Services, Retirement Planning, Life Insurance, retirement, Financial Planning

Almost everyone faces tough financial decisions, and many don’t know where to turn for the right sol
United States
Global
English

Member
Marlon L. Phillips - Trainer and instructor
Marlon L.
Phillips
Co-Founder
Phillips-Gotay Development L.P.
Financial Services, Insurance, Health and Well-being, Branding for Small Business, Consumer Financial Education, Choosing a Financial Professional

To choose Marlon means that you want realistic goal setting and common sense training application.

United States (New York)
North America
English

Member
Diane Garnick - Trainer and instructor
Diane
Garnick
Behavioral Finance, Retirement Planning, Quantitative Investing, Pensions, behavioural economics, Finance and Economy

A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker

United States
Global
English
Gold

Member
Niall Gannon - Trainer and instructor
Niall
Gannon
Managing Director
The Gannon Group
Family Office, Investment Management, Philanthropy, private foundations, Estate Planning, Financial Services

He brings perspective to wealth by exploring the causes and effects of financial success

United States
Europe
North America
English
Gold

Member
Pradip Mistry - Trainer and instructor
Pradip
Mistry
Glide Path Coach
Specialist "Glide Path" Coach
Lifesmistry
Writers, Lifestyle, Pre and Post-Retirees, Lifestyle Changes, Retirement Coach, Retirement Coaching

You are mature, successful C Suite or Business Owner in the Prime of your life, what is your NEXT ?

United Kingdom
Global
English

Member
Scott Krase - Public speaker
Scott
Krase
Founder and President
CrossPoint Wealth
Retirement Planning, Financial Planning, 401K plans, Financial Literacy, Leadership, Strategy

Scott Krase is an accomplished public speaker and has given educational presentations and workshops.

United States (Illinois)
Global
English

Member