Educator
David is an accomplished speaker who has headlined conferences nationwide addressing a wide range of subjects.
His most requested topics include:
- Small businesses and staying financially afloat
- Financial planning for children
- Financial management issues for physician offices
- Investing in real estate
- How to plan your portfolio to fit your life
- The secret formula for investing returns
- What the military taught me about life
- Putting your money to work for you
- Create a legacy you love
- Pitfalls along your carefully chosen path
- How to succeed as an entrepreneur
Presentations:
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Planning Considerations for Small Business OwnersView...
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NAPFA 2019 Fall ConferenceView...
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Pension Webinar Course - Session 1View...
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Pension Webinar Course - Session 2View...
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Pension Webinar Course - Session 3View...
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Pension Webinar Course - Session 4View...
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Pension Webinar Course - Session 5View...