Edward J. Barrett
CFP®, ChFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA
Founder, President, CEO, Speaker, Trainer and Author

Educating, training and coaching
financial and insurance advisors across all channels.


About Ed

Edward J. Barrett, Nationally Renown Speaker, Trainer and Author, is available for live, in-person presentations for your conference or private company event, in 1-hour, 2-hour or half-day formats.


For more than four decades Ed has educated, trained and coached advisors across all channels, from wirehouse to regional, to the independent broker-dealer and bank channel. He uses real-life experiences to address complex financial and insurance planning issues with a teaching style that makes learning entertaining and educational!


To view Ed’s speaker brochure, bio or Curriculum Vitae, please click on a button below.



What Advisors Say...


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Speaking Fees

The estimated speaking fee range to book Ed Barrett for an event is $5,000 - $10,000. He generally travels from Palm Beach, FL and can be booked for national conferences or regional meetings. Contact BEST for detailed information on scheduling him for an upcoming event. (Please note that if Ed is already booked or unavailable, we have several qualified and approved instructors available for booking.)



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Publications


Course Materials:

  • “Advisor’s Guide to Medicare and Medicaid”
  • “Estate Planning”
  • “Long-Term Care Insurance”
  • “Retirement Planning”
  • “Retirement Plans for Small Businesses”
  • “The Advisor’s Guide to 401(k) Plans”
  • “The Advisor’s Guide to Annuities and Ethical Practices”
  • “The Advisor’s Guide to IRAs”
  • “The Advisor’s Guide to Social Security Benefits”
  • “Understanding Social Security, Medicare and Government Benefits”

All course materials published by EJB Financial Press, Inc.




Training Programs:

  • 401(k) Primer
  • Advanced Planning Life Insurance Strategies
  • Business Insurance Planning
  • Ethical Practices for Insurance Producers
  • IRA Beneficiary Planning
  • IRA Distribution Planning
  • IRA Planning
  • Managing Retirement Income
  • Suitability of Annuities
  • Understanding Medicare and Medicaid
  • Understanding Social Security
  • Wealth Transfer Planning

 

 

 

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Calendar

2020 UPCOMING SPEAKING ENGAGEMENTS

Super CE National Conferences & Regional Meetings


Date

Event

Location

March 25-27

Insurance Accreditation Program

Austin, TX

March 30 - April 1

Advanced Education Symposium

Orlando, FL

June 15-17

Advanced Education Symposium

Orlando, FL

September 21-23

Advanced Education Symposium

Orlando, FL

November 9-12

Advanced Education Symposium

Boca Raton, FL

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Super CE Event Photos

Event Classroom

Event Classroom

2019 Raymond James Conference
Las Vegas, NV

Event Forms / Table Setup

Event Table Setup


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