Check the background of this financial professional on FINRA's BrokerCheck.

Need a speaker for your organization or event?
If you are looking for an entertaining and informative speaker for an upcoming event, look no further. Mike Schulman, an experienced and respected public speaker, is available to address your organization on a variety of topics.

Topics include:
  • Identifying and Preventing Identity Theft
  • Elder Fraud, Scams, and Abuse
  • Can You Afford to Retire?
  • Tax Strategies for the Small Business Owner
  • Financial Planning for my Parents
  • How Can I Pay for Long-Term Care?
  • How Do I Read My Company's Financial Statements?
  • Estate Planning
Mr. Schulman will be glad to customize a presentation for your group's particular interests.

Please contact our office to discuss dates, topics, and fees.

Please click here for Mike's bio.
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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2016 Michael David Schulman. All rights reserved.

Check the background of this financial professional on FINRA's BrokerCheck.