Professional Speaking Services
At JFL Total Wealth Management, due to our total wealth management approach, we have speaking opportunities in a range of areas. We strive to educate the investor through providing valuable tools and resources to reinforce strategic financial planning for the future.
Here is a list of our prior speaking events or guest appearances:
- Bergan County NJSCPA- Keynote speaker- Tax problems in IRA’s
- Morris County Family Law Bar Association
- Four Seasons- Tax Planning for Retirees
- Metropolitan Fastener Distributors Association- Economic & Business Seminar
- CNBC- Regular guest on two shows (The Big Idea: Donny Deutsch & On The Money)
- WABC Talk Radio- Curtis Silwa
- Road to Personal Wealth-Ask The Biz Brain Panel (Star Ledger- Suze Orman)
- Savvy Ladies – Women & Baby Boomers Presentation
We can present on the following topics:
- Retirement Planning
- Investments
- Tax Planning
- Insurance
- Risk Management
- Estate Planning
- Social Security
- Long Term Care and Disability
- Investment in Real Estate Properties
