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.

Speaking Engagements

Igniting Minds, Empowering Futures

Speaking Topics for Financial Planning Events

 

  1. Estate Planning and Wealth Transfer 
  • To gift or not to gift: Advanced estate planning strategies for high-net-worth clients, when and how. 
  • Incorporating charitable giving into estate plans. 
  • “Preventing them from going out and blowing it. ” Navigating family dynamics in intergenerational wealth transfers. 
  1. Charitable Giving and Philanthropy 
  • Confusion in Acronyms: Tax-efficient charitable giving strategies. 
  • Simplicity versus control: Donor-advised funds vs. private foundations. 
  1. Tax Planning 
  • Tax-efficient investment strategies: The good, the bad and the ugly. 
  • Tax implications of retirement, estate, and gift planning. 
  • Tax-loss harvesting and minimizing tax liabilities.
  1. Behavioral Finance and Client Psychology 
  • Addressing and using emotional and psychological biases in financial decision-making. 
  • Improving client communication and relationships: The 90-day rule. 
  • Behavioral finance tools to enhance financial planning outcomes. 
  1. Retirement Planning 
  • The 4% rules and taxes: Strategies for maximizing retirement income 
  • Planning for retirement across demographics: Just Build Wealth 
  • Tax-efficient withdrawal strategies in retirement. A battle with acronyms: RMD & IRMAA 
  1. Investment Strategies 
  • Portfolio diversification and risk management. How much is enough, and how much is too much? 
  • Incorporating alternative investments into portfolios. Accredited Investors rejoice! 

Playlist

15 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.