Speaker Series

Contact Us to Schedule a Speaker for Your Group

Shakespeare frequently speaks to groups pertaining to various Financial and Estate Planning topics.  Whether you are hosting a luncheon, planning a Continuing Education Conference, or having a meeting with your Investment Club, Shakespeare is prepared to speak to your group.  To schedule your event, please give us a call or send us an email.  Below is a list of topics we are prepared to speak on:

Retirement Planning

  • Retirement Planning for Baby Boomers
  • Retirement Guide for 60+ - Know the Rules
  • Income Planning - How to create an income stream from your portfolio
  • The Stretch IRA - An incredible asset transfer tool
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    Estate Planning

  • Basic - Wills, POAs, Advanced Directive
  • Intermediate - Trusts, Gifting
  • Advanced - Legacy Planning, Business Transfer
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    Investment Management

  • How to build a bullet proof portfolio
  • Exchange Traded Funds - What are they?  ETF Advantages vs. Mutual Funds
  • Understanding the Financial Services Landscape (an insider's perspective)
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    Long Term Care

  • A wholistic way to handle the LTC decision
  • How to protect my assets from a long term disability
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    Business Owners

  •    How to make your money work for you
  •    Business Transitioning
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    Contact Us to Schedule a Speaker for Your Group
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