Speaking-Training

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  • CPA Societies in Dallas, Houston, Waco & Galveston Gulf Coast 2018
  • San Antonio Fire & Police
  • Texas CPA Tax Institute
  • Arizona Society of CPA’s (Phoenix, Flagstaff, Prescott, Tucson & Yuma)
  • Texas Society of CPA’s 2017 (Dallas, Houston, San Antonio & Austin Chapters)
  • Lincoln National (Dallas, Austin, Chicago, Philadelphia, Nashville, Sacramento & Denver)
  • UBS Financial & Morgan Stanley Offices in Houston, Phoenix, Tucson, San Antonio & Dallas
  • Fei – Financial Executives International (Dallas & San Antonio Chapters) – 2016 in Washington, DC
  • New Mexico Elder Law Attorneys
  • New Mexico Estate Planners (Santa Fe)
  • American Society of Female Accountants
  • Accounting & Financial Women’s Alliance
  • Executives’ Association of Greater Albuquerque
  • Valley Estate Planners Society (Phoenix)
  • Intel (7 Sessions) in Albuquerque & Phoenix
  • Valero (Corporate Headquarters San Antonio for CPA’s) & Corner Stores (CST Brands)
  • SRP (Salt River Project, Phoenix)
  • Albuquerque Senior Centers (8 branches) & Libraries
  • Executive Women’s International
  • NM Association for Continuity of Care
  • Human Resource Management Association (Albuquerque, NM)
  • Rotary Clubs throughout San Antonio & Albuquerque area
  • Hispano Chamber of Commerce Albuquerque
  • CPA firms throughout TX, AZ & NM
  • Corporate HR Departments in TX, AZ & NM
  • Trade Associations, Churches, Civic Organizations, Realtors, Fire Departments, Law Firms, Etc.

TRAINING

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STEP ONE:

Set up a meeting in order to become comfortable with Dave & the Social Security claiming process.

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STEP TWO:

Identify current clients in the Social Security claiming age range (60+) and invite them & their friends in that same age group to a 1 Hour Educational Workshop on “Maximizing Social Security.”

STEP THREE

For those interested, Dave will run a personalized analysis of their social security claiming options for $250. This thorough 25 page report will explore the different claiming scenarios available to them and provide a recommendation as to their claiming strategy.

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ALTERNATIVE:

If you do not want to conduct a client workshop but have clients contemplating taking their benefits, Dave can contact them directly, run the analysis, and meet with them in person or via WebEx* to walk them through the report and their best options in claiming benefits.

 

Schedule an Educational Workshop with BackNinePro Today!

Request your own Personal Social Security Analysis Today!