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ActivePortfolioCoach.com, Inc.
4700 N. Cloverdale Rd, Suite 205
Boise, Idaho 83713

info@ActivePortfolioCoach.com
Speaking Schedule

David A. Wilhite, CFP® is currently available as a guest speaker to present a 50 minute presentation: “Sailing through Bull and Bear Markets using Absolute Return Strategies in a Relative Return World”, which is approved for one hour of Continuing Education Credit.


Professional Groups:

If you are the Program Chairman of a Professional group, you know how hard it is to obtain qualified, interesting speakers that have information and experience that can be really useful for practitioners and have the presentation pre-approved for Continuing Education credit. If you would like to have David speak to your group, you can look at an outline of his presentation, review the speaking engagement conditions, and go to the Scheduling section to complete the Speaking Request Form and his staff will be in touch with you soon to make arrangements.


Financial Product Vendors:

If you are a financial product provider and David is using your product in one of the ActivePortolioCoach.com’s models, then that means that David is your satisfied customer, right? Now ask yourself, Who do I think is going to be the most convincing to my prospects, me the Salesperson or the Satisfied Customer? Therefore, if you would like to have David speak to your group, you can look at a preview of his presentation, review the meeting conditions, and go to the Scheduling section to complete the Speaking Request Form and his staff will be in touch with you soon to make arrangements.


Speaking Engagement Conditions:

Presentations are made at no charge as long as the following conditions can be met:

Meeting Expense: As the Sponsor/Invitee, all meeting expenses would be your responsibility, such as: meeting room charges, meal & beverage charges, A/V charges, etc.

Attendees: There is a minimum requirement of at least 100 Financial Professionals in attendance at each meeting.

Travel and Lodging: David will cover his own travel and lodging expenses.

A/V Equipment: David will provide his own computer, projector and audio speakers for a short video clip used in the presentation adequate for small (20) to medium size (20-50) groups. However, it would be the Sponsor/Invitee’s responsibility to provide an appropriate size A/V Screen. It would also be the Sponsor/Invitee’s responsibility to provide for a microphone and an audio plug-in for the video clip for larger groups.


Scheduling:

1. Look at the Events Calendar and pick a time that looks reasonable according to David’s geographical location for that week.

2. Fill-out the Speaking Request Form and David’s staff will be in touch with you soon to discuss the possibilities of your meeting arrangements.