Speaking
Whether you need an energetic and engaging speaker for a technical talk on the intricacies involved in tax planning, the pitfalls associated with planning for student loan forgiveness, which business entity choice is best from both tax and financial aid perspectives, or if you need a keynote session on how FinTech is changing the industry, how financial literacy is impacting the economy, or what is happening inside and outside the classroom related to personal finance, Ross is the speaker you have been looking for.
"Ross really knows his stuff and is an extremely eloquent speaker. His expertise was obvious."
Conferences
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AICPA Advanced PFP Conference
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AICPA Tax Strategies for High Income Clients Conference
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American Accounting Association CTLA Conference
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Baruch University Tax Series Conference (Presented by Sid Kess)
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CTCPA PFP Conference
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FPA CT Annual Conference
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FPA DFW Annual Conference
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FPA NorCal Conference
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CT Department of Education Personal Finance Conference
Corporate Engagements
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Marubeni Corporation
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Cooper Surgical
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Cambridge Investment Research
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The American Institute of Certified College Financial Consultants
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Society of Financial Services Professionals
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CPA Academy
Educational Institutions
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Albertus Magnus College
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The American College of Financial Services
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Fairfield University
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Western Connecticut State University