Estate Planning To Die For®
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The best estate planning educator in the financial industry... Hired by global financial institutions, international charities and professional organizations around the world...Three times invited to speak at the world-renowned Million Dollar Round Table...Main platform speaker at AALU...99+% audience approval rating.

Sally is your ticket to audience rave reviews at your next conference!


 

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

 

  

→ News ←

  • 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. 

  • 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. 
 
”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  

 

Watch a sample of one of Sally's presentations.

 Become a valuable resource for your estate planning clients!

 

 Estate Planning To Die For®, now in its 2nd printing, is available on Amazon.com here. For quantity purchases, please contact us.

 
Home Page
Presentations
Endorsements
Hire Sally
Biography