Free Financial Topics in Washington D.C.
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Retiring in the Federal Government
Tayvon Jackson, Financial Advisor, New Perspective Financial Solutions
Request This Free SpeechThis informational seminar is designed for Federal Government workers under the FERS system who are retiring within the next 5 years. We will discuss the TSP options, how to maximize your pensions, and how to incorporate Social Security into your retirement.
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Federal Employee Retirement: Don’t Leave Your Benefits on the Table
Rick Hoskins, NSSA, FRC, Sr. Financial Advisor, New Perspective Financial Solutions
Request This Free SpeechFederal employees have one of the most valuable retirement packages in the workforce — and one of the most misunderstood. This seminar is designed specifically for federal workers under FERS who want to understand what they’ve actually earned and how to maximize it. We’ll cover your pension calculation, TSP distribution strategies, FEHB options in retirement, and how to coordinate your federal benefits with Social Security for the highest possible lifetime income. Most federal employees retire without a clear picture of what their benefits are worth. This presentation changes that. MORE >
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Financial Planning and The Importance of Having a Fee-Only, Independent Fiduciary On Your Side
Paul Trinh, Financial Planner, Wharf Financial
Request This Free SpeechOn top of the difficultly you may face getting your finances in order, picking the right planner is another challenge all on its own. We'll go over the keys to building a solid financial plan, and highlight how important it is to work with someone who is independent, has no conflict-inducing commissions to work for, and has no proprietary products to sell. MORE >
Whether it's something as micro as week-to-week budgeting, or a 30,000 foot view of a retirement plan, I can tailor a presentation and conversation to fit your group's needs. I enjoy conversations a lot more than lectures! -
Change Your Mindset About Personal Finance
Thomas Yeung, Founder, Jurnex
Request This Free SpeechEven if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings can cause massive stress, and it’s one of the key reasons why people make panicked investment decisions. That’s why it’s so critical to change your mindset about investing. MORE >
In this talk, I cover the importance of achieving a growth-mindset about money. I want the audience to say "goodbye" to viewing their nest egg as a burden. Instead, I'll have people see their savings for what they are: assets that can help you build even greater wealth.And once you learn a growth-mindset about money, you’ll find so many possibilities to generate wealth for years to come.
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Achieving Peace Of Mind Through Financial Planning
Kevin Ostergaard, CFP®, Financial Advisor, Wolf Group Capital Advisors
Request This Free SpeechOne of the leading causes of stress in the United States stems from a lack of confidence managing personal finances. This stress can lead to lack of production at work, issues at home, and decrease is self-esteem. This seminar is focused on answering the following questions to help you, your employees, or members build a firm financial foundation: MORE >
How can we relieve stress through Financial Planning? How can saving now affect our long-term financial trajectory? How can you take control of your cash flow? -
Retire Today
Vanessa Patterson, Managing Partner, Financial Advisor, New Perspective Financial Solutions
Request This Free SpeechVanessa Patterson is a financial advisor dedicated to helping individuals navigate the transition from their working years into retirement with confidence. She works closely with clients to create personalized strategies focused on income, lifestyle goals, and long-term financial security. In today's presentation, Vanessa will discuss key considerations for those preparing to retire in the near future and the steps they can take to help make the transition a successful one. MORE >
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Grow Your Assets – Why growth is essential to your nest egg
Thomas Yeung, Founder, Jurnex
Request This Free SpeechIn this talk, I cover the importance of growing your assets safely and responsibly. Everyone knows to save for retirement. But often, even affluent individuals and families aren’t convinced they’re on the right track. That’s because most financial advice focuses on playing defense. But when it comes to investing, a good offense is a FAR better choice. MORE >
These days, it's not enough to buy "safe" low-yielding investments or ETFs and hope for the best. That's because, with people living longer and pensions getting cut, you run the risk of outliving your savings.We'll cover the broad strokes of what it means to diversify and invest for growth. This talk will be suitable for novice investors and advanced alike, since we'll be covering concepts that anyone can learn.
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The Path to Prosperity: A Comprehensive Guide to Women’s Retirement Planning
Jacqueline Schadeck, CFP ®, AWMA ®, Certified Financial Planner® Professional, Golden Wealth Strategies
Request This Free SpeechThis educational presentation will teach attendees the most important components to create a successful retirement. We will discuss strategies on how to create multiple income streams(including social security), how to pay the least amount of taxes on their hard earned money, and how to make sure their money lasts. Participants will leave this event with more clarity and confidence about retirement! MORE >
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Women’s Retirement
Vanessa Patterson, Managing Partner, Financial Advisor, New Perspective Financial Solutions
Request This Free SpeechVanessa Patterson is a dedicated financial advisor committed to helping individuals and families build confidence in their financial future. With a focus on retirement planning, she works closely with clients to develop personalized strategies designed to support their long-term goals. Today, Vanessa Patterson will share insights on retirement considerations unique to women and strategies to help them prepare for a more secure financial future. MORE >
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Top Ten Questions to Help Face the End-of-Life
Lars Etzkorn, Lawyer, Lars Etzkorn Law PLLC
Request This Free SpeechOf course, you know procrastination doesn't forestall the inevitable; it just means you will be unprepared. We know life is full of change and that all of us face end-of-life issues. To help prepare for a good death, here are some questions to consider with your loved ones, friends and advisors.