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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.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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