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Event Speaker

Do You Need a Presentation for Your Group?

Michael LoNano, CFP® is an experienced and engaging speaker. He can educate your audience on a variety of financial planning and wealth management issues. To discuss speaking engagements, please contact us directly.

Hot Topic for Your Event: How Should You Position Your Investments Now, If You are Within Five-Ten Years of Retirement?

During this 45 minute workshop we explain how people should begin positioning themselves for retirement income... that eventual day when the paychecks stop coming from your employer, and start coming from your investments. This shift in income calls for a very different investment strategy than the one you use to accumulate money for retirement.

We would love to speak to your group - give us a call!

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