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."

Brochure/Pricing Guide

PLANNING FOR ALL GENERATIONS: WHAT ADVISORS NEED TO KNOW ABOUT STUDENT LOANS

Audience:

Financial Planners
Investment Advisors
Accountants
Attorneys

PLANNING FOR COLLEGE AND HIGHER EDUCATION EXPENSES

Audience:

Financial Planners
Investment Advisors
Accountants
Attorneys

EDUCATION PLANNING UNDER THE TCJA

Audience:

Financial Planners
Investment Advisors
Accountants
Attorneys

EDUCATION PLANNING FOR BUSINESS OWNERS UNDER THE TCJA

Audience:

Financial Planners
Investment Advisors
Accountants
Attorneys

Conferences

AICPA Advanced PFP Conference
AICPA Tax Strategies for High Income Clients Conference
American Accounting Association CTLA Conference
Baruch University Tax Series Conference (Presented by Sid Kess)
CTCPA PFP Conference
FPA CT Annual Conference
FPA DFW Annual Conference
FPA NorCal Conference
CT Department of Education Personal Finance Conference

Corporate Engagements

Marubeni Corporation
Cooper Surgical
Cambridge Investment Research
The American Institute of Certified College Financial Consultants
Society of Financial Services Professionals
CPA Academy

Educational Institutions

Albertus Magnus College
The American College of Financial Services
Fairfield University
Western Connecticut State University