Public Speaking

Are you looking for a dynamic, energetic, fun speaker for an upcoming event or regular weekly meeting?

Are you looking for a truly educational speaker that is not trying to sell an investment or insurance product?

James Buley, CFP, CMFC, AAMS of Buley Wealth Management Group has spoken for many non-profit and charitable organizations. He has been working with families for over a decade to assist them in pursuing their retirement financial goals. The shift from accumulation to retirement distribution strategies requires an entire specialized skill set. James has dedicated himself and his education to this area. He is known for his ability to make complex issues easily understood.

Available topics include the following:

  • Savvy Social Security Planning: "What Baby Boomers Need to Know to Maximize Retirement Income".
  • The New Math of Retirement How has Retirement Changed
  • Overview of Retirement Withdrawal Strategies
  • Long Term Care what are the costs and what are my options
  • Charitable Trusts (CRUT and CRAT) and Appreciated Property
  • Investment Outlook 2011
  • To Roll or Not to Roll: That is the question (advantages and disadvantages of different IRA rollover options)
  • Investing in Chaotic Times Reliable income sources in retirement

His programs can be modified from 15 minutes to two hours. There is no cost or obligation.

It is important to note - that nothing is offered for sale during any of his presentations, nor is there any opportunity to invest. They are truly educational.

James has taught these topics to hundreds of retirees nationwide . Here are some of the comments from his recent presentations:

  • Very Informative
  • Best workshop I have been too, most informative
  • It was an eye opener, enlightening
  • Knowledge is power, thank you for sharing your knowledge
  • Great & New Information
  • Extremely valuable in view of the financial crisis and more
  • Provide a lot of info and advice
  • Time allocated well - educational

If you are interested in having James talk to your group or organization , or have any questions about our presentations, send us an email or give us a call at (858) 658-0600.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Registered for Securities in the following states: AZ, CA, CO, FL, LA, MA, NH, NJ, NY, OH, OK, PA, TX, UT, VA, WI, CA, LA

Registrations Held: 07, 24, 63, 65

Insurance License in the following states: CA, FL, OH