Tired of bringing in some financial robot using complex financial language and legalese to confuse and put everyone to sleep?

Looking for a speaker for your next financial presentation who speaks In Simple Language™?  Whether it’s for a group meeting with employees on the company’s 401(k) program,  a presentation on your non-profit 403b plan, or understanding your 457 Plan, Rich takes these complex topics and makes them interesting, lively and easy to understand for the participants.

Rich got his feet wet in the speaking world when he did his first presentation to over 100 U. S. Treasury employees circa 1975.  His first speech on consumer banking laws lasted for 45 minutes after which time he spent the next 45 minutes in the restroom speaking to “john”.  That was a long time ago. Now hundreds of presentations later, Rich brings a wealth of calm and excitement to his specialty…financial presentations.

Financial presentations are often viewed as “yawners” because of the technical and confusing financial, accounting, and legal language that is often used. Rich takes these complex topics and makes them easy to understand by keeping them simple. His talks are informative, energetic, In Simple Language™, personable, and down to earth.  

After spending over 30 years in the financial world, sixteen of those years as a stockbroker/financial advisor, Rich has learned that this complex field can be made simple and interesting.  He does not sell investment products nor represent any financial company.  This allows him to be totally unbiased when discussing financial programs or products.

A Certified Financial Planner™ since 1987, Rich brings a wealth of financial knowledge in an understandable format to all his financial presentations.  He has held  Series 7 and 63 securities licenses and life, health, disability, property & casualty insurance licenses.

Presentations can run from a one hour overview to a several day workshop.  Whatever fits your needs?

For further information please contact Rich today at richs@financialprotalk.com or call Rich today at 502-569-1714 to discuss your financial presentation needs.

Would you like to participate as a recognized financial expert in a monthly Financial Pro Talk session?  Please contact Rich at richs@financialprotalk.com for details.