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Public Speaking For Your Group


Blog - Estate Planning and the QCD

Available speaking topics include:

-The Planning Process

-Asset Management

-Retirement Income Planning

-Estate/Succession Planning and Philanthropic Strategies

-The Risk Conversation

-Fundamental Vs. Technical Market Analysis

I love talking about topics of financial interest to groups - especially to help charities. I've had the good fortune in my career to serve generous people. I've learned a lot about how to give money away. As a long-time charitable volunteer I've also picked up a few ideas on what organizations can do to widen their contribution base. 

I'd be glad to speak to your organization about the issues your donors face in considering increasing their support. I can also speak to those donors about ways to make a planned gift or non-cash gift less intimidating.

Give Helms Wealth Management a call at (828) 654-8100 and tell me about your needs! - SH