Drawing upon Roger’s extensive experience in the provision of professional guidance and in serving as his clients’ trusted advocate on a wide range of financial planning and investment matters, he delivers timely, informative and engaging presentations on practical and immediately applicable subjects to small groups of private and professional individuals throughout the Greater New River and Roanoke Valleys.

These subject matters cover a wide range of literally cradle-to-grave issues that occur over the course of our lives,  and he effectively addresses these issues because he truly understands his audiences and their real-life challenges.

Where appropriate and given the stated interest of your group or organization, Roger will tailor his presentation to address the specific needs of your audience.

General Financial Topics

• Why fiduciary-driven advisors?
  
  
• Fiduciary responsibilities of a registered investment advisory firm
  
  
• The benefits of retaining an independent financial planning and investment advisory firm
  
  
• The differences among independent advisory firms and brokerage firms, banks, mutual fund and insurance companies
  
  
• Why the fundamentals of financial planning never change

 

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Specific Financial Topics

• Basic investment guidelines regarding mutual funds, exchange traded funds, variable and fixed annuities, stocks and bonds
  
  
• Investment fees and expenses
  
  
• Types of investments with brokers, mutual funds, banks and insurance companies
  
  
• Retirement plans
  
  
• Traditional IRAs / Roth IRAs / IRA rollovers or transfers
  
  
• Tax Sheltered Annuities – 403(b) and 457 Plans

 

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Specific Elder Care Planning

• Addressing the realities of providing care
  
  
• Planning financially for potential incapacity
  
  
• Considering family dynamics in long-term care planning
  
  
• Minimizing undue influence by family members, etc.
  
  
• Developing a trust relationship with a trusted, independent advocate
  
  
• Fine-tuning estate documents

 

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General Estate Planning

• Proper titling of assets
  
  
• Wills and trusts
  
  
• Selection of appropriate executors, trustees, or powers of attorney representatives
  
  
• Tailoring durable powers of attorney for medical/health and financial
  
  
• Living wills (also known as advance medical directives)
  
  
• Challenges of estate executors, trustees, and/or powers of attorney representatives

 

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