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Who It's For
Talks tailored to the people navigating real financial complexity.
Executives
Gain clarity on compensation, equity, and long-term personal wealth strategy.
Entrepreneurs
Learn how to prepare financially for growth, liquidity, and life after exit.
Investors
Discover how alternative strategies fit into a disciplined long-term portfolio.
Speaking Topics
What Greg Speaks On
Advisory Planning That Starts With Discovery
Learn the essential steps to build an investment strategy that reflects real goals, from conducting a thorough discovery process and defining objectives to structuring allocations and reviewing them across changing circumstances, ensuring your plan holds up over decades.
Understanding Alternative Investments
Develop a working understanding of private markets with practical frameworks for evaluating structure, liquidity, fees, and suitability, so alternative strategies strengthen your portfolio rather than complicate it without delivering meaningful advantage.
Discipline Across Market Cycles
Master the mindset that separates durable investors from reactive ones by setting clear objectives, filtering market noise, managing risk deliberately, and staying committed to a strategy when conditions test your conviction most.
Understanding Fixed Index Annuities
Gain a clear, balanced view of fixed index annuities, from how caps, participation rates, and crediting methods actually work to surrender periods, riders, and fees, so you can judge where principal protection and income features belong in a retirement plan and where they don't. You will never outlive your money.