Roccy DeFrancesco, JD

Advisor's Expert

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Speaking Engagements

 

INVITE ROCCY

 

Roccy has been keynote speaker at many financial and legal events. Send us a message with your dates.

 

  • -Society of Financial Services Professionals
  • -Michigan Bar Association
  • -Association of American Physicians and Surgeons
  • -California Orthopedic Association
  • -The American Academy of Medical Management
  • -CPA/Law Forum of Illinois
  • -Indiana State Medical Association
  • -National Society of Accountants
  • -The Orthopedic Surgeon Income Symposium
  • -Ohio State Medical Association
  • -Indiana Bar Association
  • -California Association of Emergency Physicians
  • -PAHCOM, BONES, and TXMGMA
  • -CNBC Open Exchange, contributor
  • -MI, OH, IN and KY CPA Societies
  • -The National Funeral Home Directors Association
  • -Mid-America Orthopedic Association
  • -Academy of Medicine, Cincinnati

 

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What People Are Saying

I was finally able to get through all the information offered in the book.  I would highly recommend the book for anyone who is serious about not loosing their money, or at least looking to become a better insurance or investment consumer.  There is a ton of information that allows readers to cut through the sales hype and offers insights very rarely shared by industry insiders.  Thanks for the education!

 

I was finally able to get through all the information offered in the book.  I would highly recommend the book for anyone who is serious about not loosing their money, or at least looking to become a better insurance or investment consumer.  There is a ton of information that allows readers to cut through the sales hype and offers insights very rarely shared by industry insiders.  Thanks for the education!

~James Brenner

 

This book is the physician’s financial bible. No physician should practice medicine without one.”

~Kathryn Serks – The American Academy of Physicians and Surgeons

 

A well-earned thanks for greatly simplifying my life with a much improved proper corporate structure. Thank you for your expert yet understandable tax and asset protection planning advice in the book. It will make a huge difference for my family. Thank God I read
your book.

~Tim Kriss

 

Great book! Thanks for exposing Wall Street and the financial
[services] industry for their self-serving, anti-consumer practices.
You have created a must-read for [everyone] who is planning for
their financial future.

~Kurt H. Jackson
Central Coast Wealth Management, LLC

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