Gain Insights & New Perspectives
Financial education is the first step toward understanding what you should be doing with your money. Eric Roberge, CFP provides objective guidance to help his audience see the subject matter from various angles to help you make informed decisions. Whether he is speaking to membership organizations and associations, college students, or financial industry professionals, he designs his discussions to inform and offer new perspectives on what professionals in their 20s, 30s and 40s need to focus on to achieve financial freedom. He offers practical advice and guidance that is aligned with the learning objectives each audience seeks.
Eric is available to provide his insights on various mediums, including live talks and presentations, video sessions, webinars, podcasts and radio. Book Eric today and he will design a customized program for your audience.
As Featured In...
Select Features
InvestmentNews: 40 Under 40
InvestmentNews: The time is now for young financial advisors
InvestmentNews Interview: How to Attract A New Generation of Clients
Financial Planning Association Feature: The Support System for the Next Generation of Financial Advisors
Select Articles I’ve Written
Forbes: Money is a tool, so stop treating it as the goal
Money Magazine: Here’s a good reason not to fund your 401(k)
Business Insider: Do I pay off student loans or buy a home
Huffington Post: Question the truth for financial success in 2016
Additional Media Features
Boston Globe: Financial planning for the ages
CNBC: Advisors go high-tech to better serve savvy clients
Wall Street Journal: How parents can help their children pay off student loans
USA Today: For millennials, goal is financial freedom
US News & World Report: Why millennials are shunning traditional financial tools
Featured Podcasts
Success Hackers Podcast: Eric Roberge Teaches 30- and 40-Year-Olds How to Build Wealth
Life Skills That Matter: Creating the New Financial Security with Eric Roberge
XY Planning Network Podcast: The Career of Eric Roberge – How He Built a Business to Support the Life of His Dreams
XY Planning Network Podcast: Building a Virtual Firm by Marketing Locally with Eric Roberge
Company of One: Preparing for a Change | Interview with Eric Roberge [Podcast]