Biography
Bernard Unger has twenty years experience in the financial services industry. Recognizing that the industry is essentially broken, "Bernie" has developed new methodologies designed to protect the American investor from high fees, poor advice, and the financial conflicts of interest inherent in the financial planning profession. In his book, "Financial Fallout" (Tate Publishing) Bernie outlines revolutionary thoughts and ideas which can transform the financial services into an industry we can be proud of. Bernie has previously hosted a weekly radio show and has spoken at over 150 public and private events.
Industry Expertise (1)
Financial Services
Areas of Expertise (3)
Estate Planning
Financial Planning
Retirement Planning
Sample Talks (1)
Inheritance: How to give it, how to receive it.
Bernie has customized multiple presentations for both private and public groups. He is capable of teaching financial strategies and techniques to the novice or sophisticated investor. In light of the recent tax law changes, a new presentation (and approach) was developed on estate planning.
Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Host/MC
- Author Appearance
- Corporate Training
