Wealth Accumulation
This is a comprehensive presentation that discusses a multitude of investment concepts and strategies. John has the uncanning ability to break down financial concepts into simple laymen's terms. He will share the knowledge of a professional portfolio manager without industry jargon.

What is Your Legacy?
Some people want buildings named after them. Some want streets, or even pot-holes, to bear their name. Do you have a legacy? Estate planning is a way to ensure that your assets will be directed exactly as you choose. Otherwise, Uncle Sam will eat up the estate and your best intentions will be lost forever.

Asset Protection
Elvis Presley’s estate was worth $10 million at the time of his death. When the estate finally closed, twelve years later, it was worth a grim $2.8 million. That is a 72% erosion of the estate. Learn how to protect and preserve your assets to avoid the erosion that ensues. In this entertaining presentation, John uses The King’s example to illustrate important estate protection issues. The audience will walk away with a working knowledge to maintain their estate value long after they are gone.