Speaking Engagements
Peter is a sought after speaker for main stage, breakout session and client events.
What Advisors Are Saying
❝ Fantastic! Very pertinent and very informative. Peter is an excellent speaker as well! Would highly recommend making Peter a staple of all future Barron’s events.”
— Financial Advisor, Barron’s Advisor Teams Summit
❝ One of the most useful sessions I attended at this conference. Planning suggestions and things to advise clients that I have never heard before."
— RIA attendee Schwab IMPACT
❝ This is, unequivocally, the most valuable session of the conference! Thank you!”
— Financial Advisor, Barron’s Advisor Teams Summit
Venues Include
Barron’s Advisor 100 Summit & Teams Summit
Schwab IMPACT
Ed Slott Elite Advisor Academy
LPL Focus & Program Leadership Conference
Content Includes
• Retirement Health Care Costs
• Medicare
• Health Saving Accounts
• Retirement Income Considerations
• Custodial Care
• Resources for Advisors and Clients
