Speak with Debbie

Debbie Taylor is available for speaking engagements, media interviews, public relations and more.  Debbie is experienced in speaking to industry peers about industry best practices, as well as to investor groups on a multitude of topics including:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Cash Flow & Budgeting
  • Taxes
  • Market Analysis
  • Investment Process
  • Practice Management

Debbie also frequently speaks to women’s groups about retirement planning and investment management.

Debbie is a CPA and non-practicing attorney, and has been a Wealth Manager for over 20 years.  She has authored a book on industry best practices, and has won many industry honors, including being recognized as a top financial advisor with LPL Financial for 9 years in a row, a distinction bestowed on only the top 6% of LPL Financial’s more than 14,000 advisors (this recognition is based on production).  Debbie has also been quoted in national publications, such as Barron’s and the Wall Street Journal, was featured on Consuelo Mack’s national TV show, WealthTrack, is frequently interviewed by Investment News, and is a regular contributor to Horsesmouth, an online publication for financial planners.

Upcoming Speaking Engagements

September 6, 2018- 4:00 p.m. – Horsesmouth Tax Law Briefing webinar for financial advisors. The new tax law presents a challenge for all of us because the new rules are far-reaching, subject to interpretations and revisions, and impact nearly every person, family, and business starting now.But clients want education. And they need to have a tax strategy review based on the new law. This is the ideal topic to present to the public and bring people into your office for meetings.

September 26, 2018 – Chicago, Illinois –Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.”  Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice.  Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.  8:00 am -4:00 pm.

October 3, 2018- 4:00 p.m. – Horsesmouth Tax Law Briefing webinar for financial advisors. The new tax law presents a challenge for all of us because the new rules are far-reaching, subject to interpretations and revisions, and impact nearly every person, family, and business starting now. But clients want education. And they need to have a tax strategy review based on the new law. This is the ideal topic to present to the public and bring people into your office for meetings.

October 31, 2018 – Dallas, Texas – Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.”  Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice.  Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.  8:00 am -4:00 pm.

November 1, 2018 – November 2, 2018 –  Dallas, Texas – Sole Presenter at Horsesmouth “My Journey” Workshop –  2 day workshop for financial advisors on best practices connected with practice management, technology, marketing, and planning services

November 14, 2018  New York, New York – Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.”  Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice.  Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.  8:00 am -4:00 pm.

November 28, 2018 – San Diego, California –Sole Presenter at One day Horsesmouth workshop on “The Tax Cut and Jobs Act – Seeking Clarity and Moving Up the Value Chain for Your Clients.”  Workshop addressing changes in the new Tax Act along with how to leverage the new Tax Act to build your practice.  Includes marketing tips, how to get in front of more prospects and clients, how to work with CPA’s and Centers of Influence and how to guide clients in the face of all the new opportunities.  8:00 am -4:00 pm.

Past Speaking Engagements

August 2, 2018–San Francisco, California – Keynote Speaker at Tax Law Briefing Presentation –  a workshop for financial advisors at Lincoln Financial Group

Sole Presenter at Horsesmouth “My Journey” Workshop

Women’s Council of Realtors of Bergen County

Konica Minolta Investment Management Presentation

Keynote Speaker at Annual ONESCO Institute

MEDIA INQUIRIES?

Contact Gabriella Russo, Client Experience Coordinator, at 201.891.1130 or grusso@taylorfinancialgroup.com

Press Kit

Debbie’s Bio

Debbie’s Headshot