John Loyd, CFP , MBA, EA
®
"Helping Ordinary People with Extraordinary Resources"
Upcoming Events
CLIENT LUNCHEON!
April 12th, 2024 at 12pm: Join us for a special client luncheon with U.S. Secret Service Agent Newman. SSA Newman has over 20 years of experience with the U.S. Secret Service and will share his stories of protecting various U.S. Presidents as well as valuable tips to minimize your chance of being a victim of elderly fraud! Ridglea Country Club.
LADIES LUNCHEON
February 24, 2024: On or around Valentine's Day each year, we celebrate our female clients! 2023 will be our 26th Annual Valentine's event and will be held at Ridglea Country Club. The speaker, Tarrant County Assistant District Attorney Lori Varnell, will discuss scams/elder fraud and how to protect you and your loved ones.
CFP® Ethics Presentation
May 21, 2024: As an authorized Instructor to provide Ethics training for the CFP Board, John will be delivering an in-person presentation for CFP® Professionals that will satisfy their 2-hour Ethics requirement at the United Planners National Conference. Hyatt Regency, Phoenix, AZ.
June 6 - 9: John will be conducting a 4-day class on a variety of financial topics to other financial advisors (Investment, Tax, Estate, Insurance, and Retirement Planning). Norris Conference Center, Dallas, TX.
SPEAKING ENGAGEMENTS
John enjoys and has the privilege of lecturing around the country over various financial topics. He has spoken to audiences all across the country, and has been featured as a Guest Finance Lecturer onboard both Norwegian and Celebrity cruise lines. He is an "Advisor to Advisors" in the industry and has presented educational workshops to other advisors at firms such as Ernst & Young, Fidelity, Wells Fargo, Vanguard, Morgan Stanley, and numerous others.
Need a speaker for your next event? Contact John about having an engaging, educational, and entertaining presentation for your group, company, or conference.
Previous Events
Check out some of our prior events!
PREVIOUS Events:
Jan 6: "COMMON SCAMS & ELDERLY FRAUD" Virtual Event with Special Agent Fred Simon. Agent Simon has over 20 years of experience with the FBI and will share valuable tips to minimize your chance of being a victim of fraud!
Feb 12: 24th Annual Valentine Ladies Luncheon! Ridglea Country Club
Mar 18-19: John will be teaching an Investments class at Georgetown University in Washington, D.C.
Jun 10-12: John will be teaching a CERTIFIED FINANCIAL PLANNER™ Review course - San Francisco State University
Dec 18: Client Appreciation Luncheon at Ridglea Country Club with Guest Speaker from the U.S. Secret Service