St. Pete Beach, Florida, U.S.A
Conference, Business and Group Speaking
- Making a Plan for Middle Retirement
- Understanding how the Stock Market works
- How to Read Financial Charts
- Risk in Investments: What you have not been told and how to insure your portfolio
- How to reduce investment fees
- How to be your own Portfolio Manager
- Why being a contrarian in the market works
Understanding Your Investments:
Steve has dedicated his retirement to helping people understand their investments, when to avoid market risk and how to reduce investment fees. As an educator, he’s passionate about sharing wisdom gained from 30 years in the stock market. In simple language, Steve empowers people to take control and maximize their investments, to protect and insure their financial future.
Research shows that couples who talk about their finances have stronger, happier relationships, yet the majority avoid talking about money. Sharing years of investment knowledge, Steve empowers couples to understand their investments and potential risks. Showing them how to reduce industry fees, he helps couples grow their financial future, establishing a clear path to a healthy retirement together.
Reducing fees and avoiding risk means a strong bottom line. Speaking to business owners about innovative tax strategies and effective investment options, Steve shares his 30 plus years of investment success, empowering leaders to ensure financial health.