Wealth Preservation Advisor Group

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John recently spoke at our Executive Leadership Conference in Boston. The purpose of the event was to provide an overview of money management and to instill attendees with a feeling of empowerment so they are better able to manage their own finances.



The event was sold out with a waitlist weeks prior to its occurrence. John gave a fantastic 2 hour presentation that hit on all the major topics relating to personal finance - i.e. savings goals, insurance, retirement, taxes, debt management, etc. We asked attendees to evaluate the speaker through an anonymous survey - feedback was overwhelmingly positive. Frequent written-in comments pointed to John's excellent presentation skills and extensive knowledge base. Respondents also noted that they felt they had received the tools to improve their money management skills. John was a very warm/outgoing, intelligent and well-spoken presenter, and we are looking forward to inviting him back for future events.