Edward J. Barrett

CFP®, ChFC®, CLU, CEBS®, RPA, CRPS®, CRPC® CPFA®, AIF®
Founder, CEO & President


Edward J. Barrett

➤ 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 over 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!


➤ Specializes In

Advanced financial planning strategies and retirement strategies, advisor practice management and industry/FinTech trends.


➤ Publications / Super CE Courses

Ed has researched and written over 21 course materials / training programs.



Speaking Fees

➤ Speaking Fees

The estimated speaking fee range to book Ed Barrett for in-person events is $4,500.00 - $7,500.00. He generally travels from Palm Beach, FL and can be booked for national conferences or regional meetings. Fees for virtual events begin at $750.00 per session.

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 other qualified and approved instructors available for booking.)


➤ In-Person Events

In addition to speaking fees, expense reimbursements include coach airfare on the speaker’s preferred airline, 1-2 nights of accommodations as necessary based on travel arrangements, parking, and ground transportation.


Speaking fees typically cover:

  • A 30-minute pre-event planning call with event organizers (if desired)
  • A 60-90 minute keynote or breakout session presentation
  • An additional 60-90 minute breakout session or workshop at the event (based on travel availability)
  • Social media promotion of the event and speaker attendance at the event (if desired)

➤ Virtual Events

There are no additional fees for virtual events since travel is not required. However, our virtual event fees are priced per session, with a 10% discount for multiple sessions.


Speaking fees typically cover:

  • A 30-minute pre-event planning call with event organizers (if desired)
  • A 15-minute tech-check with event organizers (if desired)
  • A 60-90 minute virtual / webinar session presentation