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978.254.7040
978.254.7040

MEDIA

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.

SPEAKING ENGAGEMENTS

Groups seek out Lou for his informative style, as well as his ability to simplify complex topics.

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:

Groups

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.

Locations

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.

Louis E. Conrad II, CFA, is available for speaking engagements nationwide. He is also part of the national speakers bureau of the American Association of Individual Investors (AAII), a non-profit dedicated to providing education to investors.

Louis E. Conrad II, CFA®,
is available for speaking
engagements nationwide. He is also part of the national speakers bureau of the American Association of Individual Investors (AAII), a non-profit dedicated to providing education to investors.

Please call or e-mail for
further information.

978.254.7040
E-mail COMPASS





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