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Public Speaking

Book Bob Donaldson, ChFC®

With more than four decades of financial experience and knowledge and an unparalleled passion for helping individuals understand and reach their financial potential – Bob Donaldson is a compelling public speaker available for your business, civic organization or other presentation needs. He is available to create custom presentations based upon:

  • Specific topics of interest for your group
  • Length of presentation needed for your event (from keynote to half-day training engagements)
  • Size of your audience from small group discussions to large conference events

Topics of expertise include:

  • Retirement planning for a volatile economy
  • Tax-advantaged strategies maximizing tax efficiency of your portfolio
  • Asset protection strategies to “right size” your coverage needs
  • Diversified Investment strategies including low-risk options to deliver better after-tax returns than traditional money market, CD or government bond options
  • Lifetime income strategies providing reliable, tax-managed income to maintain your retirement lifestyle
  • Estate planning to proactively reduce or eliminate common costs, delays and stresses following death or disability events
    (*AGW does not provide legal advice, therefore will work with your attorney to help facilitate estate planning.)
  • Business succession planning considerations and strategies for the sale or transfer of your business
  • Social Security maximization strategies
  • Long-term care strategies that don’t require enormous premiums
  • Medicare planning understanding deadlines, coverage options and more

Contact us to discuss booking Bob Donaldson for your event needs today!

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