Request a Speaker

Do you need a program for a service club, an education session for your staff, or an expert speaker for your next conference? We really enjoy informing, empowering and entertaining folks on the topics of investments and retirement.

While our topics are always tailored to your group's needs, and we're always able to talk current events, below are several of the programs we enjoying sharing.

  • 10 Key Questions: What to Ask Before You Invest?
  • Alphabet Investing: What are ETFs, C-shares and MLPs?
  • Naked Retirement: Beyond the Dollars & Cents of Retiring
  • Dividend Investing is NEVER Out of Style
  • How 3 Little Pigs Built a Retirement Nest Egg Out of Sticks, Straw and Bricks

Please share your name and a little about your needs, and you'll be contacted within the subsequent two business days.

 

SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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