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

Jeanne Mraz - CFP®, CEPS / Wealth Manager

Jeanne Mraz

Jeanne is a Wealth Manager for SVA Wealth Management. She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

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

  • Maximize Your Retirement Income Stream
    • Understanding Roth conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan
    • Healthcare and Medicare planning
  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Retirement income planning

Jeanne has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA Tax and Investment Update
  • SVA Identity Theft Seminar
  • American Association Of Independent Investors (AAII)
  • Downtown Madison Kiwanis Club
  • SVA Financial Group Annual Investment Forum

Debbie Oswald / Principal

Debbie Oswald

As a Principal with SVA Wealth Management, Debbie collaborates with her clients in establishing wealth management strategies to reach their financial goals. She is passionate about working with physicians, executives, and families in planning their financial journey and maximizing their financial capacity.

Debbie proactively coordinates financial planning, wealth accumulation, and tax, legal and banking resources to provide comprehensive planning for her clients. She is actively involved with her clients in times of preparation and transition – retirement, sale of a business, divorce, loss of a spouse or job change.

The following is a partial List of the topics Debbie covers:

  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Retirement income planning
  • Key Financial Strategies for the High Income Earner
    • Leveraging taxable, tax-deferred and tax-free income
    • Benefits of Roth 401(K) and Roth IRAs
    • Tax efficient portfolio tips
  • Maximize Your Retirement Income Stream
    • Understanding Roth Conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan

Debbie has spoken to audiences at:

  • The Association of Fundraising Professionals
  • The Employee Benefit National Conference
  • SVA Financial Group Annual Investment Forum
  • SVA Savvy Women Investment Series
  • Meriter Foundation
  • Dean Foundation
  • SVA educational seminars
  • NBC15 Money Minute
  • Medical practices
  • Community fundraising events

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