SVA SPEAKER SOURCE - EVENTS, SEMINARS, & TRADE SHOWS

Experts in Accounting, Technology and Financial Speaking

WE HAVE A SPEAKER FOR YOU!

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

SVA SPEAKERS Speaker Source

Keith Kuzera - AIF® / Wealth Manager

Keith Kuzera

Keith is a Wealth Manager with SVA Wealth Management. With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

The following is a partial list of the topics Keith covers:

  • Financial Strategies to Enhance Your Retirement Experience
    • Successful retirement transitions
    • The impact of tax reform on your income stream
    • Charitable giving strategies
  • Financial Education For The Next Generation
    • The power of saving early
    • Making the most of your 401(k)
    • Healthcare power of attorneys and other important documents
  • Business Retirement Plans: Creating A Plan for Your Employees and You
    • How a retirement plan helps attract and retain employees
    • Types of business retirement plans
    • Understanding the investment selection process

Keith has spoken to audiences at:

  • Preparing the Next Generation of Investors
  • Retirement Plan educational seminars
  • SVA educational seminars

Request Speaker