Do you belong to an organization that could benefit from hearing more about financial topics? Greg is available to speak on a variety of subjects. Listed below are several seminars he has given in the recent past:

• The Roth 401k made simple
• 7 Steps to a successful retirement
• Tax Efficient Investing
• Protecting & Preserving Wealth in Today’s Economy

Greg’s presentation can be made to fit time slots of 20 to 45 minutes.
If you are interested in attending or planning a seminar, please email us with your information.