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.

 

Roccy has lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium-to-small business owner.

 

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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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