As a CERTIFIED FINANCIAL PLANNER and licensed real estate agent, I frequently speak at group and company events on personal finance and real estate-related topics. Events have ranged from small gatherings of 10 people to large summits of 400 people. 

Topics have included:

  • Personal Finance 101
  • How to Buy an Apartment in NYC
  • Making Sense of Your 401(k) Plan
  • What to Know About 529 Savings Plans

To inquire about booking me for your next event, please fill out this form. I look forward to making your next event fun, engaging, and educational!

Roger Ma | Certified Financial Planner | Speaker