Free Speakers Phoenix is a pro bono speakers bureau. These Financial guest speakers present at no cost on retirement income, Social Security, estate planning, investing, reverse mortgages, long-term care and VA benefits, and more. Every presentation is free to book, with no fees, no honorarium and no mileage.
Reverse Mortgage Advisor, Mutual of Omaha - Reverse Mortgage
Bill Cave is a licensed Mortgage Loan Originator & Reverse Mortgage Advisor with Mutual of Omaha Reverse. His passion and deep experience allow him to provide true, unbiased advice and insight into whether Reverse Mortgage loans may or may not be of benefit to a senior based on their individual circumstances. Over his tenure Bill
Founder, Harvest Wealth Strategies
Anthony Perez is the founder of Harvest Wealth Strategies, where he works closely with business owners to help them maximize the value of their companies and successfully transition when the time comes to exit. Anthony specializes in working with owners who are typically within three to five years of transitioning out of their businesses but
Founder & CEO , Lessard Wealth Management
Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the Certified Financial Planner™ certification and acts as a fiduciary. She is the founder and President of Lessard Wealth Management. Katrina has extensive
Senior Wealth Manager, Kierland Financial Group
Jeff C. Young is a Senior Vice President with First Financial Equity Corporation and the Manager and Owner of an investment advisory service, Jeff C. Young LLC in Scottsdale, Arizona. He has been a financial advisor and investment planner since 1982. As a nationally known public speaker, Jeff won Toastmaster International’s World Championship of Public
Founder, Pugsley and Sons
Stephen A. Pugsley, Sr, Founder of Pugsley and Sons - Purveyors of Gold & Silver. 28 years of confidentially advising and supplying clients with investment grade Gold and Silver. Unique to the industry with a primary focus of advising clients on ALL of the benefits of acquiring Gold and Silver as a financial hedge against
Agent, American Family Insurance
Paul Gebhard is an insurance advisor for American Family, who partners with families and business owners to protect their asset portfolios as well as their valuable resources. With 20 years of community driven focus, Paul knows how important piece of mind is for his clients and associates. It’s not mastering the marketing flavor of the
Attorney, Specific Law Firm
Marsha Goodman is the founder and owner of Specific Law Firm, which focuses exclusively on helping seniors and their families apply for Arizona Long Term Care and VA benefits to pay for long term care, long term care planning and Special Needs planning, especially when needed to maintain eligibility for public benefits. She graduated summa
Founder & President, Strategy Financial Group
Calvin Goetz is a financial advisor who has dedicated nearly 20 years to helping retirees and pre-retirees attain their financial, retirement and estate planning goals. In 2010, he founded Strategy Financial Group headquartered in Phoenix, Arizona, and assists clients throughout Arizona and the U.S. Calvin works to help families and individuals develop personalized financial plans
