Speakers Bureau

The Center's team of professionals is available for live, in-person or webinar presentations on financial planning and investment topics relevant to a variety of audiences, including but not limited to professional groups, community groups and non-profit organizations, and employer groups.  We enjoy sharing their knowledge to educate others on important financial planning topics. Contact Sandy Adams to schedule a speaking engagement and for our speaker’s fee structure, if applicable.

Available Speaking Topics

Planning for Unique Groups (Older Adults, Women, etc.)

  • Planning for Business Owners
  • Elder Care Planning 101
  • Long Term Care Planning and Long Term Care Insurance
  • How to Have Difficult Conversations about Elder Care Planning
  • Financial Decision Making and Capacity Issues (with Dr. Peter Lichtenberg, WSU IOG)
  • Financial Gerontology
  • Financial Planning for Women
  • Financial Planning for Widows/Widowers
  • Financial Planning for New and Growing Families
  • Financial Transitions
  • Job or Career Changes

Investments and Investing:

  • Behavioral Finance and Investment Process
  • Today’s Investing Landscape
  • Aging Investors:  Why Do-It-Yourself May Not be the Answer
  • The Fundamentals of Successful Investing
  • Tax Implications for Investing:  Why Asset Location Makes Sense Now More Than Ever
  • Social Investing: Socially Responsible / ESG

Retirement Planning:

  • Pension Decisions and Strategies
  • Retirement Income Strategies in a Low-Yield World
  • Social Security Decisions and Strategies
  • How to Plan for Health Care Expenses in Retirement
  • Retirement Savings Strategy for Tax Free Growth (After Tax 401(k), Rollovers to Roth IRAs)
  • Cash Balance Plans:  How to Accelerate Retirement Savings and Lower Taxes

Wealth Transfer and Charitable Giving:

  • Advanced Estate Planning for High Net Worth Investors
  • Wealth Transfer Strategies
  • Charitable Planning Tools and Techniques
  • Preparing the Next Generation for Wealth

General Financial Planning:

  • The Top 5 Financial Planning Issues
  • Choosing Cost Basis Elections
  • Company Benefits/Open Enrollment
  • Reviewing your 401(k) and Employee Benefits
  • Financial Planning Basics 

Practice Management:

  • How to Partner with Your Client’s other Professionals
  • Investing In Your Staff
  • Growing Your Business
  • Succession Planning


Speaking Engagements 2015 - present

October 18, 2017: Nick Defenthaler, CFP® will present “Social Security and Longevity Planning:  How to Navigate and Maximize your Benefits” at the South Lyon library from 7pm - 8pm.

September 19, 2017: Nick Defenthaler, CFP® will present “Social Security and Longevity Planning:  How to Navigate and Maximize your Benefits” at the Wixom library from 6:30pm - 7:30pm.

September 28, 2017: Nick Defenthaler, CFP® will present “Social Security and Longevity Planning:  How to Navigate and Maximize your Benefits” at the Brighton library from 6:30pm - 7:30pm.

August 2017: Sandy Adams, CFP® presented “The Eldercare Planning Wave” to the MICPA Small Firm Practitioners Conference in Battle Creek, Michigan.

June 2017: Sandy Adams, CFP® presented “Are You Ready to Care For Your Aging Parent” for DTE Energy live and by webinar out of the Detroit, Michigan offices.

May 2017: Melissa Joy, CFP® was a panelist on “Building a Successful Advisory Practice” at Financial Advisor Magazine’s Invest in Women Conference, Dallas, TX. 

April 2017: Sandy Adams, CFP® presented "Balancing Family Financial Goals: Saving For Retirement vs. Education" at Wixom Library.

April 2017: Melissa Joy, CFP® was a panelist on “Following the Career Path from Branch Professional to Financial Advisor” at RJFS National Conference in Orlando, FL.

November 2016: Timothy Wyman, CFP®, JD presented "Financial Issues with Job or Career Change" at Right Management.

November 2016: Angela Palacios, CFP® presented "When & Why Logic Deserts Us: Behavioral Finance" at Behavioral Finance & Investing - A New Facet of Financial Planning hosted by The Michigan Association of Certified Public Accountants in Troy, Michigan.

October 2016: Matthew Trujillo, CFP® was moderator during a working lunch on "11th Hour Planning" hosted by Financial and Estate Planning Council of Metro Detroit at Pasquale's Restaurant in Royal Oak, Michigan.

October 2016: Sandy Adams, CFP® was a panelist during a working lunch on "11th Hour Planning" hosted by Financial and Estate Planning Council of Metro Detroit at Pasquale's Restaurant in Royal Oak, Michigan.

October 2016: Matthew Trujillo, CFP® presented "Using Home Equity Conversion Mortgages in Retirement" at the Milford Senior Center.

October 2016: Sandy Adams, CFP® facilitated a Financial Planning 101 Meetup! Sponsored by State Representative Klint Kesto. 

August 2016: Matthew Chope, CFP® was a panelist discussing "Advanced Asset Allocation" at the Private Wealth Midwest Forum in Chicago.

June 2016: Matthew Chope, CFP® was moderator for "The 'Plain-Spoken' Portfolio: Regional Asset Allocation" at the 2016 Private Wealth Great Plains Forum in Kansas City, Missouri.

May 2016: Melissa Joy, CFP® presented at the Dexter District Library on "Money Smart Financial Planning for Young Families."

May 2016: Melissa Joy, CFP® presented in Dallas, TX at the Invest in Women Conference. "Disrupting The Status Quo" - What women advisors need to do to have greater influence in the financial advisory profession.

May 2016:  Sandy Adams, CFP® presented “Heed the Warning Signs from a Struggling/Impaired Client” at the MACPA Mega Conference, Sterling Heights.

April 2016: Melissa Joy, CFP® spoke on a panel at the 2016 RJFS National Conference for Professional Development in Nashville, TN.

February 2016:  Sandy Adams, CFP® was a part of the Money Smart Week Presentation at Wixom Library on Social Security.

March 2016:  Sandy Adams, CFP® presented “A Walk Through Eldercare” at MACPA Small Group, Southgate.

February 2016:  Sandy Adams, CFP® presented on the IA Watch Compliance Conference panel “Solutions for Serving Seniors and Vulnerable Older Adults” in Washington DC.

January 2016: Angela Palacios, CFP® spoke on a panel at Raymond James IIMC (Institute for Investment Management Consultants) PMG (Portfolio Management Group) on how to run an efficient and effective Investment Committee.

January 2016: Melissa Joy, CFP® presented at Key Financial Concerns for Elder “Gray Divorce”  on the topic of “Social Security & Divorce."

December 2015: Matt Trujillo, CFP® presented on Social Security Changes

November 2015:  Melissa Joy, CFP® and Dr. Shelley Strickland presented a webinar on “Crafting a Philanthropic Values Statement to Guide Your Family Giving.”

November 2015:  Melissa Joy, CFP® and Nick Defenthaler, CFP® presented a webinar on “Year-end Planning Opportunities.”

November 2015:  Sandy Adams, CFP® presented "Donor Advised Funds: How Do They Fit Into Your Financial Plan" at Fox Run in Novi, MI.

November 2015: Sandy Adams, CFP® presented “A Walk Through Eldercare Planning” at the MICPA Washtenaw County Small Firm Group meeting.

October 2015: Sandy Adams, CFP® and Melissa Joy, CFP® participate in a panel presentation at the Raymond James Women's Symposium - The Network for Women Advisors. The presentation was titled, "Gaining Referrals, Repelling Robos, and Attracting NextGen Clients."

October 2015: Melissa Joy, CFP® and Jacqueline Roessler, CDFA, CFS presented, "Everything You Didn't Know About Social Security" at the 2015 Interdisciplinary Catalyst Conference at Holiday Inn Midtown, New York City.

October 2015: Melissa Joy, CFP® was a featured speaker at the Investment News Best Practices Workshop at the Harvard Club of NYC.

October 2015: Sandy Adams, CFP® and Peter Lichtenberg, PhD, co-presented "Planning for Clients with Diminished Capacity" at the Michigan FPA's Annual Symposium.

October 2015: Nick Defenthaler, CFP® will present a webinar for Fiat Chrysler Employees regarding their 401k savings plan.

September 2015: Nick Defenthaler, CFP® with guest Carrie Gilchrist, Ph.D., the Senior Financial Aid Outreach Advisor at Oakland University, presented "College Financial Planning: How to Make the Most of Your Financial Aid & FAFSA."

September 2015: Melissa Joy, CFP® presented a webinar on“10 Money Smart Ways to Raise Children." 

September 2015: Matthew Chope, CFP® presented "Succession Planning - How to Manage Wealth Across the Generations" at the Private Wealth Midwest Forum 2015. View the blog recap here.

June 2015: Nick Defenthaler, CFP® and Matt Trujillo, CFP® presented a webinar for General Motors employees regarding recent changes to their 401k plan.

June 2015: Sandy Adams, CFP® and Tina Abbate-Marzolf, director of the Area Agency on Aging 1B, will present "Eldercare Planning 101" at the Michigan Association of CPA's annual Management Information and Business Show.

June 2015: Sandy Adams, CFP® and Peter Lichtenberg, PhD, presented a webinar on “Working with Clients with Diminished Capacity” during a webinar for the MICPA.

May 2015: Sandy Adams, CFP® and Peter Lichtenberg, PhD, presented a webinar on “Working with Clients with Diminished Capacity” during a webinar for the MICPA.

May/June 2015: Melissa Joy, CFP® and Sandy Adams, CFP® presented a webinar on“Aging Investors:  Why Do It Yourself May Not be the Answer” for the MICPA. 

May 2015: Nick Defenthaler, CFP® and Matt Trujillo, CFP® presented a webinar for Ford Motor employees regarding recent changes to their 401k plan.

April 2015: Daniel Boyce, CFP® presented a Ted Talk at the Raymond James National Conference in Las Vegas.

April 2015: Sandy Adams, CFP® participated in a panel presentation at the Raymond James National Conference in Las Vegas. The presentation was titled, "Integrating Lessons from the MIT Age Lab into GPM to Create Longevity Solutions Based Value."

March 2015: Melissa Joy, CFP® participated as a panel member in a session titled “Retirement and Estate Planning Issues” at the Invest in Women Conference held in March 2015 by Financial Advisor Magazine.

February 2015: Sandy Adams, CFP® presented on “Elder Care Planning” for the MICPA at a Study Group session in Livonia.

Speaking History

November 2014:  Sandy Adams, CFP® presented “Elder Care Planning” for the MICPA at a Study Group session in Ann Arbor.

November 2014:  Sandy Adams, CFP® participated as a panel member in a session titled “Working with Clients with Diminished Capacity” for the MICPA’s annual Elder Care Planning Symposium.

October 2014: Melissa Joy, CFP® spoke about “Breaking Through” at the Raymond James Women’s Symposium in St. Petersburg, Florida.

October 2014: Melissa Joy, CFP® spoke on “Sudden Money Transition Planning” at the Michigan FPA’s Annual Symposium.

October 2014: Sandy Adams, CFP® co-presented a Financial Planning and Estate Planning Case Study at the Michigan FPA’s Annual Symposium.

October 2014: Timothy Wyman, CFP® spoke on the topic of “Running Your Retirement as Well as Your Business” for the Birmingham Bloomfield Chamber of Commerce.

July 2014: Matthew Chope, CFP®, Matthew Trujillo, CFP® and Nick Defenthaler, CFP® presented a general Financial Planning Workshop for the American Cancer Society staff in Southfield, MI.

May 2014: Sandy Adams, CFP® presented “Long Term Care Planning” to a group for Huron Valley Law in Milford, MI.

May 2014: Melissa Joy, CFP® and Laurie Renchik, CFP® presented on “Developing Your Personal Financial Style” to Eisenhower Dance in Southfield.

April 2014: Sandy Adams, CFP® and Melissa Joy, CFP® presented at local libraries on financial planning topics as part of Money Smart Week.

November 2013: Sandy Adams, CFP® moderated a professional practicality panel on difficult conversations in planning for persons with dementia at the 2nd Annual “A Meaningful Life with Alzheimer’s” conference.

October 2013: Matthew Chope, CFP® spoke about developing cross-generational relationships with your clients on Raymond James® AUDIOFILE.

October 2013: Timothy Wyman, CFP® spoke to members of the Michigan Association of CPAs on the topic of “Maximizing Social Security."

October 2013: Center planners present a session on “Financial Planning Basics” for employees of the Community Housing Network in Troy, MI.

June 2013: Melissa Joy, CFP® presented a general financial planning workshop for the Detroit Parent Network, speaking to parents of school aged children living in Detroit, Hamtramck and Highland Park.

April 2013: Tim Wyman, CFP®, JD and Melissa Joy, CFP® presented at the Raymond James National Conference on the topic of “Investing in Your Staff”.

April 2013: Melissa Joy, CFP® participated on an investment management panel presentation on the topic of “The Great Rotation” from bonds into stocks.

November 2012: Matt Chope, CFP® spoke on the topic of “Legacy of Value” at the Youth Diversity Symposium titled “Millennials Creating a Legacy” in Southfield, MI.

September 2012: Melissa Joy, CFP® moderated a panel entitled “What’s Hot, What’s Not in Fixed Income Opportunities” at the Fiduciary Gatekeeper Research Manager Summit in Boston, MA.

June 2012: Sandy Adams, CFP® spoke to over 150 members of the Michigan Association of CPAs with her presentation titled “Elder Care 101”.

May 2012: Matt Chope, CFP® and Tim Wyman, CFP®, JD presented at the Raymond James National Conference on the topic of “Growing Your Business”.

May 2012: Dan Boyce, CFP® and Melissa Joy, CFP® presented at the Raymond James National Conference on the topic of “Finding, Developing & Implementing Junior Partners”.

February 2012: Tim Wyman, CFP®, JD and Melissa Joy, CFP® shared the Center’s Investment Process at the invitation-only Raymond James Investment Conference.

July 2011: Sandy Adams spoke to over 100 members of the Michigan Association of CPAs with her presentation titled “Financial Gerontology: Everything Changes with Age”.                                                 


The opinions and services of Dr. Peter Lichtenberg, Dr. Cathy Lysack, and the organizations they represent are independent of Raymond James. C13-002186