Speaking Topics
After decades in the financial planning industry, Rich Groff knows that the keys to financial success are the right plan and the right people. Rich and his team are qualified to handle almost any financial situation, making it easy to keep open lines of communication between team members and clients. Better communication and understanding leads to better plans and higher overall success rates.
Rich provides a wide range of speaking topics to best suit your unique financial needs including but not limited to:
Financial Planning
- Estate Planning
- Retirement Accumulation
- Retirement Distribution
- Tax Planning
- College Planning
- Charitable Gift Planning
Investment Management
- Mutual Funds
- Stocks and Bonds
- Annuities
- Exchange Traded Funds
- Certificates of Deposit
- Separately Managed Accounts
Risk Management
- Long-Term Healthcare Insurance
- Key Employee Retention Planning
- Business Sales & Succession Planning
- Advanced Tax Reduction Planning
- Life Insurance
- Long-Term Care Insurance
- Disability Coverage
Speaking Videos
6/1/2020 Honored to receive the prestigious TOP OF THE TABLE
awarded to an
elite group of less than 5% of all the financial advisors in the World.
With my assistant, Kathy Webber, whom I couldn't have done it without her
help!
