Financial Speakers Bureau

Financial Speakers Bureau

Financial Speakers Bureau

Our goal is to make personal finances fun and interesting!  Our speakers cover a range of topics.  Presentation styles can be adapted to best suit the audience. All presentations are educational in nature and do not include a sales pitch. See a partial list of topics below. If you have an upcoming event and would like to discuss having a speaker,

email or call 402.339.4800

 

Topic Audience Length in Minutes
Do You Like Green Bananas?  (Long Term Care Planning - Should I buy LTC Insurance?) Adults age 50-75 30
Life Insurance Won't Stop Death - But It Can Keep a Family's Dreams Alive  (Life insurance awareness) Adults 30
What's This I Hear About "Socially Responsible Investing"? Adults 20
Investing with Purpose (Faith based investing). Adults 20
Social Security and Your Retirement Income* Adults 55+ 60
Retirement Planning Basics Adults 30
Investing 101 All ages 30

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*Presentation is for informational purposes only. Vista Wealth Group is not affiliated with or endorsed by the Social Security Administration.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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