Speaking
‣ Keynote presentations
‣ Webinars
‣ Podcasts
‣ Panels and group discussions
‣ A wide range of topics on investing and retirement for financial advisors, consumers, and the industry at large
Writing
‣ White papers for financial advisors
‣ Briefs that explain complex concepts and products to consumers
‣ Retirement income planning
‣ Efficient use of annuities and life insurance
‣ Behavioral finance and retirement planning
Consulting
‣ Insights into product design
‣ Trends in consumer financial products
‣ The retirement planning marketplace
‣ Marketing strategy