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Speaking Engagements

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Eric D. Brotman, CFP®, AEP®, CPWA® is an accomplished speaker, teacher and author on all topics related to financial planning and wealth management. Offering a unique and engaging approach to the often complex world of personal finance, Eric is a regular contributor to a wide variety of media outlets, and a popular speaker for trade associations, organizations and universities.

Eric is available to present on a variety of topics that relate to financial planning for individuals, multigenerational families and professionals, including:

  • Investment planning
  • Retirement planning
  • College savings
  • Estate Planning
  • Insurance
  • Risk management
  • Succession planning

Eric Brotman speaking at the 2017 BEACON Event at Salisbury University

Watch Eric discuss his journey to success, the principles and strategies necessary to achieve financial goals, and the dynamics of responsible and insightful retirement planning, in a recent presentation to the Salisbury Area Chamber of Commerce and BEACON at Salisbury University.

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