Is your organization seeking a sharp and engaging speaker with not only an eye on the market and the trends but also expertise as a financial advisor in creating retirement plans, structuring investments and corporate compensation plans? David capitalizes on his vast investing knowledge along with his most recent experiences advising local entrepreneurs and companies. He’s made it his life’s work to share knowledge, develop others, and demystify the art of investing and planning.
He can give general investing talks to your organization and/or spend time 1-1 with key principles of your organization. Topics include a general investing presentation or he can get into specifics for your organization regarding goal setting, getting started, adjusting your strategy and managing risk. He can present either live or virtually.
David Paladino’s presentation is designed to show you how to understand the market and investing strategies that work in today’s dynamic market. He’ll present typical plans based on the top 3 goals he sees in his firm/clients. The presentation will address strategies for those who are just getting started to those who are mid-career, to those who are ready to retire now. This presentation will explain his investing philosophy and demonstrate how the right knowledge, plan and execution can help anyone achieve their financial goals.
Looking for a different topic about investing and planning? Let’s chat and see what we can brainstorm together. I’d love to be of service to your group by curating something that specifically benefits your organization.
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