Facebook-f X-twitter Linkedin Youtube
JBW black logo
Get The Book
For Financial Professionals Only, Not The Public!
This website is for financial professionals, not the general public. It is not meant to be investment advice, and if a non-professional is viewing it, they should consult with their advisor about their specific situation. The opinions herein are those of the author and do not reflect the policy of any associated organizations.

Marin Senior Speaking Engagement

Bring Clarity to Senior Care Planning: Mike Ross Speaks on Senior and Family Needs

Gain peace of mind about your future. Mike Ross delivers a crucial presentation on senior care planning for families, comprehensively covering:

  • Navigating healthcare decisions with directives
  • Facilitating open and effective family communication
  • Strategies to ensure your assets are protected and your legacy is secure.

Playlist

2 Videos

Keynote Speaker & Industry Expert

For over 40 years, Mike Ross has established himself as a leading voice in the financial world. His speaking engagements are insightful presentations on various financial topics consistently captivate audiences, leaving them with a deeper understanding and actionable strategies.

Demanded Expertise across Platforms:

  • Industry Conferences: Mike Ross is a sought-after speaker at major industry conferences, including the annual events of the Portfolio Management Institute (PMI) and the Academy of Certified Portfolio Managers (ACPM), sharing his knowledge with top professionals in the field. 
  • Academic Settings: His expertise extends beyond industry gatherings. Mike Ross has also delivered lectures at prestigious academic institutions such as Columbia University’s Certified Portfolio Manager program sessions and San Jose State University, shaping the minds of future financial leaders.