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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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