Public Speaking
I love speaking to community groups, non-profits, churches, schools, and at business ”Lunch ‘n Learns” in the DFW area. The sessions are educational and informative and the setting is informal and casual, without all the complicated financial jargon. And I try to make it entertaining as well. Because, after all, learning about financial planning and investing shouldn’t be like getting a root canal- sorry to all the dentists out there!
Also, it won’t be a sales commercial for my business or a product placement event. The sessions are geared toward educating and motivating people to take control of their financial future! Just like what I talk about on The Financial Roundtable show. Sessions are about 45 minutes in length with about 15- 20 minutes of Q&A
Here are but a few of the topics that people have found interesting:
- 15 Financial Myths
- Why Investors Fail
- Considerations for a Successful Retirement
- Retirement Planning for Small Business Owners
- Stay Calm: Surviving Market Downturns and Thinking Beyond Today!
- Annuity Mythology
- Retirement 101 Client
- Power to Control Your Future
- Preparing your Family Love Letter
- Pulse of the Market
- Understanding Retirement Distributions
So please contact me about speaking at your next meeting or engagement.
I look forward to it!
Stephen J. Cross, CRPC®
President and LPL Registered Principal
Cross Financial Strategies, LLC
(214) 484-9476
scross@crossfinancialstrategies.com
