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 wire-house 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 a Client Relations Representative for detailed information on scheduling him for an upcoming event. (Please note that if Ed is already booked or unavailable, we also have several qualified and approved instructors available for booking.)



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Publications


Course Materials:

  • “4-Hour Long Term Care Course”
  • “Advisors Guide to Medicare and Medicaid”
  • “Estate Planning”
  • “Ethics for The Insurance Producer”
  • “Guide to Retirement Planning Strategies”
  • “Life Insurance Planning and Ethical Practices”
  • “Life Insurance Planning Strategies”
  • “Life Insurance, Annuity and Ethical Practices”
  • “Long Term Care Training Course”
  • “Retirement Plans for Small Businesses”
  • “Small Businesses Retirement Plans & Ethical Practices”
  • “The Advisors Guide to 401(k) Plans”
  • “The Advisors Guide to Annuities & Ethical Practices”
  • “The Advisors Guide to IRAs”
  • “The Advisors Guide to Retirement Planning”
  • “The Advisors Guide to Social Insurance Programs”
  • “The Advisors Guide to Social Security Benefits”

All course materials published by
EJB Financial Press, Inc.




Training Programs:

  • 401(k) Primer
  • Advanced Uses of Life Insurance
  • Ethical Practices and Standards
  • Funding Long Term Care
  • Insurance Planning for Businesses
  • IRA Planning
  • It’s All About Income
  • Life Insurance Planning
  • Planning with Medicare
  • Planning with Social Security
  • Planning with Social Security and Medicare
  • Small Business Retirement Plans
  • Suitability of Annuities
  • Wealth Transfer Planning After ATRA of 2012

 

 

 

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Calendar

2022 UPCOMING SPEAKING ENGAGEMENTS

Super CE National Conferences & Regional Meetings


Date

Event

Location

TBD

TBD

TBD

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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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