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Sally was incredible! I can’t tell you how
much positive feedback I got from people who attendedher session.”
 David B.
Malkin, Speaking Captain
Million Dollar Round Table, International
If it's
results you're looking for, Sally's action-packed,
effervescent presentation style coupled with her wisdom, knowledge and deep
understanding of complex issues makes her a "must have" presenter for
any occasion!
McCarty, VP,
American Express Financial
Advisors
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→ News ←
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Sally will be speaking at the East Coast Conference for The
Financial Planning Association on May 6, 2011. She will be educating the
national’s top financial advisors on sophisticated estate planning.
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Sally and David are in the process of updating Sally’s book,
“Estate Planning To Die For: An Insider's Guide For
Financial Professionals.” The book has received accolades from the
financial community, and the 3rd edition will reflect important recent changes in
the tax laws.
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”We’ve invited Sally to address hundreds of our
employees and thousands of financial advisors across the country, with
extraordinary results. She has the rare ability to clearly explain in plain English technical
concepts and blend product sales ideas to her enthusiastic
presentations.”
Gordon Boronow, President American
Scandia
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Watch a sample of one of Sally's
presentations.
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