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Financial planning motivational speaker

Are you looking for just the right speaker to address your club or organization, then look no further. Jim Barry, CFP ® is knowledgeable, enjoyable and entertaining. He is able to take the complicated subject of financial and estate planning and present it in an easy to understand language - no academia here. He can address numerous topics to fit your audience's concerns, issues, and time frame. Jim Barry is a recognized financial planner, television host, author and motivational speaker. Since 1975, Jim has spoken to multitudes of people throughout the United States and Europe. Jim inspires his audiences to take charge of their financial well being, motivating them to "get off dead center."

He can speak at a breakfast, luncheon, dinner, major convention or intimate setting. He can also cover subjects about financial, tax and estate planning techniques and investment strategies. Some of the most sought after subjects are those dealing with: Preserving Capital for your Retirement Years to ensure that you don't out-live your money , Asset Protection, Preservation of Wealth, Charitable Giving, Annuities, Double and Triple Taxation relative to your IRA and Retirement programs. Jim also lectures on many cutting edge topics: "Disinheriting Your Rich Uncle Sam", and "Mind Over Money: How to Keep Your Heart Away from Your Investing".

Types of Clubs or Organizations Jim is available to address

Professional Associations

Golfers Associations

Medical Associations

Health Care Associations

Car Clubs

Alumni's

Social Clubs

Charitable Organizations

Community Clubs

Home Owners Associations

Business Groups

Foundations


If one of your clubs, organizations, associations or foundations would like to have Jim Barry, CFP® personally address them, please contact:

Barry Financial Group, Inc.
Midge Novoth
40 S.E. 5th Street - Suite 600
Boca Raton , FL 33432
800-366-9120 - Phone
561-395-4855 - Fax

 

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Securities offered through Securities America, Inc., Member FINRA/SIPC, James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. A SEC Registered Investment Advisor. James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Investment Advisor Representatives. Barry Financial Group and Securities America are separate entities.

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