RESEARCH PRODUCTS, Speaking Services & Consulting projects 

Analysis & Strategy

Skilled with a variety of types of statistical analysis. 

Client Events

Help your clients understand the current financial industry research with an event. 

Keynote addresses

Speaking at regional events, Michael helps advisors keep up to date with the research. 


Developing effective, research-based retirement solutions.


We evaluate your call center on 98 best practices and recommend improvements.

advisor events

Can we talk about NM and NYL events here or leave it out?


Evaluating retirement strategies through quantitative analyses

Researcher, Speaker and Consultant