Louis E. Conrad II, CFA®, founder and president of COMPASS Wealth Management, LLC, regularly speaks to groups, both large and small, and writes personal finance articles for publication.
For Lou’s bio, click on the Our Team page. If your group has interest in engaging Lou, please contact us with your request.
Groups seek out Lou for his informative style, as well as his ability to simplify complex topics.
He can speak to many different personal finance-related topics, such as investments, retirement planning, education funding, and other financial planning areas. His three most popular presentations are currently:
- “Bad Behavior: Why Investors Make Poor Decisions,” an examination of how emotions can lead to subpar investment decisions, including lessons from behavioral finance.
- “Behind the Curtain,” a behind-the-scenes look at how the objectives of mutual fund companies may be in conflict with their shareholders based on Lou’s experiences as a former mutual fund manager.
- “Retirement Reality,” a review of how much individuals should save for and then how much they can spend in retirement.
Lou is pleased to speak to a variety of groups, including local and national audiences, investment and financial planning-focused groups, as well as civic and community organizations. He can tailor his presentation to meet the needs of your group.
Lou’s speaking engagements are generally on the East Coast of the U.S., but he is available to speak nationwide.
Contact us to discuss your needs.