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.
Have you met our team?
We have a wealth of experience in the financial services industry.