Past Events
GUEST SPEAKING
At Marquis Wealth Group we strive to stay up-to-date on trends in our industry. The ever-changing market, tax laws, and needs of our clients keep us on our toes, while the desire to help our clients win financially drives us to learn continuously. We make a habit to know the ins and outs of financial investments, market performance, risk management, and strategies to pursue wealth. We are always innovating, always assessing, and always striving for the best financial results for each of our clients.
We offer seminars on numerous topics and can also customize to fit your target audience. We are always eager to share our knowledge in hopes that others will learn new ways to win with their money.
Our consulting sessions and speaking engagements can be tailored to groups, large or small. We can guide you through all of the topics below, or tailor something specific to your needs.
Consulting and Speaking Topics
- General Market Conditions (Yearly Outlooks)
- Retirement: How to Make the Most of Your Golden Years
- Women in Transition
- Financial Blind Spots
- Investing and the Female Brain
- "Bag Lady No More"
- Legacy Planning
- Planning for Special Need Children
- Social Security Optimization
- Risk Management, Asset Protection, and Insurance
- The Vital Role Insurance Plays in Your Wealth Creation
- Business Succession Planning
- Smart from the Heart: Charitable & Philanthropic Giving
- Investing for the Beginner
- Investing with Retirement in Mind
- Retirement Income
- Tax Planning Strategies
- Wills, Trusts, and Leaving an Inheritance
Email mramos@stratoswp.com to host us at your next community or corporate event.