Speaking & Presentations

If you are looking for an experienced professional to speak to your group or organization about personal finance, decision architecture, or life planning drop us a line to figure out how we can help.

Below are some presentations and topics that we’ve addressed with various groups across the country:

Serving Young Professionals – An Inflection Point in Human Progress
Millennials are the largest generation in the United States and stand to inherit trillions of dollars in the coming decades.[...]
Far West Roundup – Presenter
The presenters for this session of the Far West Roundup (yes, they’re both Millennials…) will describe their three-step framework for[...]
You’re a Financial Planner Now What? Podcast (YAFPNW)
You're a Financial Planner, Now What? (YAFPNW) is a podcast supported by the Financial Planning Association we’ll be working with FPA’s[...]
NextGen Planners Podcast
November 13th, 2017 - The NextGen Planners Podcast Building the Next Generation of Financial Planners Question Adam asks Russell: Russell’s[...]
PR Newswire Press Release
via PR Newswire The model is based on grounded concepts, including policy-based financial planning® and the financial planning process, that originate from[...]
GGU Financial Planning Graduate Authors Paper in Prestigious Journal
The September 2017 issue of the peer-reviewed Journal of Financial Planning explored opportunities and challenges for the next generation of[...]
Serving Millennial Clients with a 3-Step Model
Here, we propose a framework based on the six-step financial planning process through which financial planners can engage millennial clients.[...]