As a leader in the field of financial planning, Financial Focus is frequently called upon to offer commentary on issues related to personal finance - additionally, President Michael Kay is a regular speaker at industry events and public forums on financial planning.
Presentations and Webinars
October 26, 2011 FPA New Jersey
Connecting Money and Life: The Key to Creating “All-Weather” Client Relationships with Carol Anderson, President, Money Quotient
October 16, 2011 Financial Planning Association 2011 National Conference
Data Gathering - An ‘Inside-Out’ Approach
January 27, 2011 Loring Ward Webinar Prepare to Live the Life You Imagine
January 20, 2011 BrightTALK.com What Have You done for Me Lately? Redefining Your Value as an Advisor Today Listen to the recording
January 18, 2011 Money Quotient Webinar Meet the Author: Michael Kay Download the recording
September 22, 2010 FPA Financial Planning Association of New Jersey Using the 1040 as a Planning Tool - a Quantitative and Qualitative approach. Woodbridge, New Jersey.
August 17-19,
2009
Fundamentals
of Financial Life Planning
“Training Course—invited “veteran” M.Q. Licensee and co-facilitator ”
May, 2009 Loring Ward Quick Start
“Transitioning into a Fee-Based Business; An Advisors Experience”
Newark, NJ
January, 2009 West Orange Week with Mayor John McKeon
A Positive Approach to Living through Difficult Economic Times
West Orange, NJ
October, 2008 Loring Ward Advisor Services, National Education Conference
with Carol Anderson, President, Money Quotient
“Life Planning: A Model for Attracting and Nurturing Successful Client Relationships” Colorado Springs, CO
Summer, 2008Loring Ward Quick Start
“Transitioning into a Fee-Based Business; An Advisors Experience”
San Jose, CA
July 9-11, 2008 Fundamentals of Financial Life Planning
“Training Course—invited “veteran” M.Q. Licensee and co-facilitator ”
Feb 20-2, 2008 Fundamentals of Financial Life Planning
“Training Course—invited “veteran” M.Q. Licensee and co-facilitator ”
Feb 1, 2007 M.Q. in Action
Teleconference guest presenter
July 21, 2006 Money Quotient Annual Retreat session presenter
“No Rules Retirement: New Perspectives of Midlife & Beyond”
