Speakers Bureau

Washington Financial Group’s Speakers Bureau is a central component of our commitment to provide continuous training and education programs to organizations and their employees, and individuals. WFG’s long list of educational programs provide relevant information on timely topics covering retirement planning, wealth management and financial planning. WFG can also develop customized educational programs to meet the specific needs of organizations and their team members. Countless organizations and individuals have not only attended WFG programs but have greatly benefited from the educational experience provided.

WFG speaking topics have a no-sales-pitch approach and can be presented in a variety of different interactive and engaging educational formats including lunch and learns, presentations, panels, workshops, conferences, seminars and webinars.

For more information about the Speakers Bureau or to schedule an educational program for your organization, please contact us.

 

WFG Speaker's Bureau Advisors

Specially designed for organizations providing 401 (k) and 403 (b) plans, WFG’s retirement planning speaking topics encompass:

  • Benchmarking the Fees in Your Retirement Plan
  • Behavioral Finance
  • Effective Employee Engagement in Your Retirement Plan
  • ERISA Roundtable Series of Topics
  • Fiduciary Fundamentals
  • How to Develop an Effective Retirement Plan Committee
  • How to Prepare for a DOL/IRS Investigation
  • How to Prepare for a Plan Audit
  • Participant Outcomes
  • Retirement Readiness

Specially designed for individuals including business owners, corporate executives and professionals,  WFG’s financial planning topics include:

  • Annual Market and Mid-Year Outlooks
  • Beyond Gravity
  • Building a Strong Financial Future
  • Creating a Living Financial Plan
  • Kids and Cash
  • Preparing for Retirement
  • Retiree Healthcare
  • Social Security, Medicare and Your Retirement
  • Taking Control of Your Finances
  • The Retirement Zone
  • The Sandwich Generation

 

For more information about the Speakers Bureau or to schedule an educational program for your organization, please contact us.