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 Featured Speaker: Marco Lima

Speaker's Bio: Marco is an Advanced Financial Advisor at Ameriprise Financial Services, Inc. With experience delivering various courses and educational seminars in front of audiences of all sizes, Marco started his career as an investor relations executive at Incepta Group in 2001. Today, Marco's main focus is providing financial education to individuals in our community by developing strategies to help them plan for their goals and dreams. He uses the Ameriprise Financial unique and collaborative approach to financial planning called Dream > Plan >Track >®. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, who runs a financial planning practice that is truly family oriented. Marco is an energetic and motivational speaker. Marco's Mission Statement: "Empowering others with financial solutions for today and the future. Creating a WOW experience for clients built on commitment toward helping them plan for their life dreams." Core Values: Integrity – Family – Challenge – Balance – Happiness.

Notice: This advisor is licensed and registered to conduct business in NJ. Based on licenses and registrations he holds, he may also conduct certain business in TX, AZ, CT, FL, MA, MD, NC, NY, PA. Licensed in NJ, NY, CT, MA, NC, MD and FL.

Web site: www.ameripriseadvisors.com/marco.x.lima

Interested in booking Marco? Click here

 Speech Titles
Millionaires: How Do They Get There? Six Steps to Wealth Accumulation
Description: How common sense, balance and single-mindedness all contribute to building wealth. Learn the six steps to wealth accumulation.
Length: 30 minutes. Time: can be adjusted up or down.
 
Dream Book® - Retirement Planning Beyond the Numbers®
Description: We'll explore issues like: defining your dreams for retirement, envisioning the life you hope to live in retirement, and retiring TO something rather than retiring FROM something.
Length: 30 minutes. Time: can be adjusted up or down.
 
Financial Strategies During a Job Transition
Description: Learn what decisions to make upon leaving an employer, how to understand choices and their long-term consequences, and how to gain confidence to move forward to the next stage.
Length: 30 minutes. Time: can be adjusted up or down.
 
Estate Planning Strategies, Trusts and Charitable Giving
Description: Learn strategies to manage income tax, capital gains tax and estate tax; how to maintain retirement income while giving to a charity or your heirs; how to leave a lasting legacy with estate planning; and what is a trust and why you might want one.
Length: 30 minutes. Time: can be adjusted up or down.
 
 

 Other Details
  • Travels from Morristown, NJ 07960.
  • Travel restrictions are 40 miles.
  • 14 days requested in advance for booking.
  • Available for last-minute fill-ins? Yes
  • Available days: Mon, Tue, Wed, Thu, Fri, Sat, Sun.
  • Available times: mornings, afternoons, evenings.
  • Other presentation types include: school career day, other opportunities
 

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