FAQ

I give presentations in the Austin, TX area - north Austin, Cedar Park, Leander, Round Rock, Georgetown and Liberty Hill. Most of the time I present at High Schools, but have also presented at colleges and libraries.

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Where do you give presentations?

I am retired, so now I have free time to do whatever I want. I have plenty of spare time, so I have chosen to share what I did to get to this point with students so that they can learn good money habits and hopefully some day they can also retire.

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Why are you doing this?

I have not worked in the financial industry, but I have taken 4 courses in the University of Texas Financial Planning Certificate Program. The main thing I have is a lot of practical experience with money - investing in stocks, bonds, mutual funds, stock purchase plan, stock options, 401(k), IRA's, 529 Plan, CD's, money markets, buying and selling houses, renting a house, etc. 

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What makes you an expert?
What's the catch?

There is no catch. I have been successful during my life with money and I just want to share some of my experiences with students.

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No, I am not selling anything. I just give practical advice. I do mention a few companies but I am not affiliated with them in any way.

Are you selling anything?

I would prefer to have at least five students. If you have at least five students and would like me to present, just fill out the form on the home page and I will contact you to arrange a location. Let me know how many students, dates and times that work for you, and where you are located.

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How many students need to attend a presentation?

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