Financial speaker and thought leader Vance Barse regularly lectures at financial services conferences and investment industry events. Here are a few of Vance’s speaking engagements.
Snappy Kraken’s Jolt Conference: How to Leverage Financial Media & Public Relations
Are you a financial advisor interested in getting into financial news media or hiring a PR firm? Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, spoke alongside public relations industry veterans at Snappy Kraken’s Jolt Conference. This insightful session outlines how financial advisors can build relationships with financial journalists and leverage public relations to grow their businesses and bring value to clients.
How to Reduce My Estate Tax: Advanced Financial Planning for High-Net-Worth Estates
Vance Barse lectured on advanced financial planning strategies for high-net-worth estates at the largest exchange traded fund ("ETF") conference: Exchange ETF conference.
Riskalyze's Fearless Investing Summit: Making the News with Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Riskalyze to speak alongside several leading financial journalists at this year's Fearless Investing Summit. This insightful session outlines how to leverage key relationships with the Fourth Estate in bringing maximum financial literacy value to clients and the public. Additionally, Vance touches on his journey in becoming a thought leader for financial media.
The Alpha of Advice at Wealth Management EDGE
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, hosted "The Value of Advice: Articulating and Demonstrating Your True Alpha to Clients and Prospects" at the Wealth Management EDGE conference.
Vance Barse: "Lessons from the Wealth Makers" at Exchange Conference.
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, moderated the "Lessons from Wealth Makers" session during the inaugural Exchange conference.
How to Use ETFs to Lower Portfolio Cost and Reduce Taxes Wealth Management EDGE
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Wealth Management EDGE to speak on "The ETF Imperative" which is part of the Visionaries Webinar Series. This insightful webinar outlines how to incorporate ETFs into a portfolio to lower the cost of a portfolio and reduce tax inefficiency. Additionally, Vance outlines how to tax-efficiently convert a higher-cost portfolio of mutual funds to a lower-cost portfolio of ETFs.
A man can succeed at almost anything for which he has unlimited enthusiasm.