Looking for a speaker for your group or organization?

Our advisors have spoken on a variety of financial topics before corporate, government, educational and philanthropic groups.

Here are some recent examples:

  • Financially Fit at Any Age: A Woman’s Guide to Making Smart Money Decisions
  • Top Mistakes in Saving for College and How to Avoid Them
  • Baby Boomer’s Guide To Maximizing Social Security
  • Retirement Income: Making It Last For Life
  • Millennials & Money: What New Grads Need To Know About Money
  • On Your Own: Life & Money After Divorce

To inquire about availability, or ask us to tailor a presentation to your group’s needs, please contact Brad Goldstein at 561.417.0001.



At right:

Mari Adam, CFP®, President of Adam Financial Associates, with Katrina Soelter, who is working towards CFP® certification, speaking at Claremont McKenna College’s  7th Annual Women and Leadership Workshop in Claremont, California in February 2016.  Adam and Soelter discussed CFP® career paths to encourage more women to enter the financial planning profession.

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us