Practical Financial Education That Helps Audiences Make Better Money Decisions
Dennis Adler, CFP®, delivers engaging presentations that simplify complex financial topics - from retirement planning and Roth conversions to navigating life's biggest financial decisions.
Your Financial Planning Speaker
Dennis Adler is a fee-only certified financial planner and advisor with more than 35 years of experience on Wall Street. He works with individuals and families seeking thoughtful, personalized guidance on life’s biggest money questions.
From first-time investors to those managing established financial portfolios, Dennis helps people understand the trade-offs behind financial decisions in clear, approachable ways.
Combining decades of market experience with an educator’s mindset, he helps audiences better understand the financial concepts that impact their future and empowers them to make informed decisions with confidence.
Core Speaking Topics
Each presentation is customized for corporate teams, professional associations, community organizations, educational institutions, and private groups.
Understanding Roth Conversions
Are You Prepared for Retirement?
Navigating Life’s Biggest Money Decisions
Financial Planning for High-Earning Professionals
Professional Associations
Corporate Teams
Audiences
Educational Institutions
Community Groups
Why Organizations Invite Dennis
35+ years of Wall Street experience
Fee-only CFP® providing objective education
Complex financial topics explained clearly
Practical, actionable presentations
Engaging Q&A tailored to each audience
Customizable presentations
Attendees Leave With
✓ Greater confidence making financial decisions
✓ Practical retirement planning strategies
✓ A better understanding of taxes and Roth conversions
✓ Actionable next steps—not financial jargon
Interested in Bringing Dennis to Your Organization?
Dennis is available for in-person presentations throughout the New York metropolitan area and virtual presentations nationwide.