Free Financial Topics in Dallas-Fort Worth
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
-
Foundations of Investing
Jonathan Carani, Financial Advisor, Edward Jones
Request This Free SpeechFoundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn: The importance of developing a strategy; The impact of asset allocation; The influence of inflation on your long-term goals.
-
Rules of the Road Seminar
Jonathan Carani, Financial Advisor, Edward Jones
Request This Free SpeechThe Rules of the Road presentation introduces the Edward Jones' 10 Rules of the Road to investing. Participants will learn: The most common investing mistakes and how to avoid them; Investing strategies to help reach their long-term goals; What they can do now to prepare for retirement
-
The Fraud-Buster’s Playbook: Timeless Lessons for Management
Jim Wanserski, Principal Officer & Founder, Wanserski & Associates
Request This Free SpeechJim Wanserski is a tenured business finance, accounting, operations, management consultant, and executive across a host of industries. In addition to his industry expertise, however, he has had to deal with over a dozen fraud and corruption incidents – preventing, identifying, “cleaning them up,” testifying, and then drastically changing the organizations. MORE >
His whistleblowing and fraud-busting experiences resulted in a vast number of lessons-learned which are of timeless value to all levels of management: from first-year auditors, company staff, management, executives, and board members.