I would recommend this workshop to anyone who needs to understand financial management who is afraid and distrusts others who can provide it. - Andrea, Brampton, Ontario

Great job Mark! - Semone, Brampton, Ontario

Very helpful information that will always be applicable. - Dayna, Brampton, Ontario

I will recommend this program to my friends. - Ron, Shelburne, Ontario

Excellent method of presenting complicated information. - Gerry, Financial Advisor, Brampton, Ontario

It was easily understood. - Barbara, Brampton, Ontario

I found this workshop informative, friendly and rich with ideas and strategies. Mark answered all my questions and took a lot of mystery away. Highly recommended. - Tony, Brampton, Ontario

Keep up the great energy and easy learning strategies. - Veronica, Brampton, Ontario

Informative, well thought out, easy to understand. - Jason, Brampton, Ontario

I enjoyed being in this workshop and I’m glad to recommend to others. - James, Brampton, Ontario

It was all new to me and interesting. - Steve, Brampton, Ontario

You spoke at the conference and I am a new immigrant in Canada. I need financial education and knowing you are an expert in this field. God bless you. - Immigrant to Canada, Scarborough, Ontario

To book Mark Albert, CEA, EPC as a Speaker, please inquire for availability at:

cell: 416-659-6655

email: markalbertpfs@gmail.com

A Financial & Estate Planning Speaker for Today's Audiences

Mark Albert, CEA, EPC is a professional speaker specializing in financial and estate planning, serving a wide range of communities across Ontario. His speaking engagements are available in the Niagara Region (including Fort Erie, Niagara Falls, St. Catharines, Welland, Wainfleet, Port Colborne, Grimsby, Niagara-on-the-Lake, West Lincoln, Pelham, and Thorold), as well as the Halton Region, Peel Region, and the Greater Toronto Area (including Hamilton, Waterdown, Burlington, Oakville, Brampton, Mississauga, Toronto, Barrie, Alliston, and Innisfil).

Mark Albert's approach is designed to meet the needs of today's organizations and groups. He understands that a good speaker on these sensitive topics must be both knowledgeable and relatable. He embodies the qualities that organizations seek:

Subject Matter Expert:
- As a Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC), Mark brings a deep, credible understanding of complex topics. His expertise allows him to simplify concepts like probate and estate taxes, making them accessible to a layperson audience. This is crucial for topics where accuracy and trust are paramount.
Engaging and Empathetic:
- Mark's presentation style is known for being both informative and personable. He avoids overwhelming audiences with jargon, instead using clear, plain language and a sensitive approach. This empathetic quality is vital when discussing life transitions and the emotional aspects of legacy planning.
Focus on Actionable Information:
- Rather than just lecturing, Mark's sessions are designed to empower and inspire action. He provides practical, actionable strategies that attendees can implement immediately, helping them move past procrastination. This focus on tangible next steps ensures that his presentations deliver real value and leave a lasting impact.
The "Why" Behind the "What":
- Mark goes beyond the "what" of financial products and legal documents to address the fundamental "why" behind estate planning. He connects the topic to people's deepest concerns—family harmony, providing for loved ones, and securing their legacy—which makes his presentations particularly compelling and motivating.

For any group looking to provide meaningful education on financial wellness and estate planning, Mark Albert's ability to combine expert knowledge with a compassionate and straightforward delivery makes him an ideal speaker.

To book Mark Albert, CEA, EPC as a Speaker, please inquire for availability at:

cell: 416-659-6655

email: markalbertpfs@gmail.com

Qualities of an Effective Speaker

A good speaker possesses a blend of personal attributes and learned skills that make their message both compelling and memorable. They are not just delivering information; they're connecting with their audience on a deeper level.

Confidence:
- This is the bedrock of good public speaking. A confident speaker appears more credible, knowledgeable, and trustworthy. Confidence isn't about being fearless; it's about being prepared and in control of the content and delivery.
Passion and Authenticity:
- Audiences are drawn to speakers who are genuinely passionate about their topic. An authentic delivery, where the speaker is themselves and speaks from the heart, builds trust and makes the message far more impactful.
Clarity and Conciseness:
- A good speaker simplifies complex ideas and presents them in a way that's easy to understand. They avoid jargon, get to the point, and ensure their core message is clear. They know that a rambling monologue loses an audience quickly.
Engagement:
- The best speakers are not just talking at their audience; they're engaging with them. This can be achieved through storytelling, using humor, asking rhetorical questions, and varying their vocal tone and pace.
Emotional Intelligence:
- A speaker with high emotional intelligence can "read the room." They sense when the audience is bored or confused and can adjust their delivery, tone, or content on the fly to re-engage them.
Strong Storytelling:
- People remember stories, not data dumps. A good speaker weaves compelling anecdotes, personal experiences, and relatable examples into their presentation to make their points more vivid and memorable.
Command of Body Language:
- Non-verbal communication is vital. A good speaker uses purposeful gestures, makes consistent eye contact, and maintains good posture. Their body language should reinforce their message, not distract from it.
Preparation:
- While spontaneity is a great quality, it's built on a foundation of thorough preparation. A good speaker knows their material inside and out, has practiced their speech, and is ready to handle questions and potential technical glitches.

To book Mark Albert, CEA, EPC as a Speaker, please inquire for availability at:

cell: 416-659-6655

email: markalbertpfs@gmail.com

Qualities of an Good Financial and Estate Planning Speaker

A good financial and estate planning speaker needs all the general qualities of a good speaker (confidence, clarity, engagement) but also a specialized set of skills and characteristics that are crucial for a topic as personal and complex as money and legacy.

Here are the specific qualities you would want in a good financial and estate planning speaker:

1. Deep Expertise and Credibility

This is non-negotiable. The audience needs to trust that the information being shared is accurate and valuable.

Professional Credentials:
- A good speaker on this topic will have relevant certifications and designations, such as a Certified Executor Advisor (CEA), an Elder Planning Counselor (EPC), or a Certified Financial Planner (CFP®). These credentials signal rigorous training and a commitment to professional standards.
Up-to-Date Knowledge:
- Financial and tax laws are constantly changing, especially in a jurisdiction like Ontario. The speaker must demonstrate a current understanding of these laws and how they impact estate planning.
Experience:
- They should be able to share real-world examples (while protecting client privacy) to illustrate key points. Experience shows they have practical knowledge, not just theoretical understanding.

2. Relatability and Empathy

Financial planning and estate planning are deeply personal and often emotional topics. A good speaker will handle them with care.

Connect with the Audience:
- They should speak in a way that resonates with their audience, whether it's an elderly couple, a blended family, or a group of young professionals. They should understand the audience's pain points and fears.
Empathetic Approach:
- The speaker should be sensitive to the fact that people may be dealing with grief, family conflict, or anxiety about their financial future. They should not use fear-mongering tactics but instead offer a calm and reassuring presence.
Humanize the Subject:
- Instead of just talking about legal documents and financial products, they should use storytelling to show the real-world impact of a good plan. They should focus on how planning brings peace of mind and protects loved ones.

3. The Ability to Simplify the Complex

The world of finance and law is full of jargon. A great speaker on these topics is a master translator.

Plain Language:
- They should avoid using overly technical legal or financial terms without clear explanation. They must make concepts like "probate," "intestacy," or "revocable trust" easy for a layperson to understand.
Actionable Advice:
- The presentation should not just be a lecture; it should empower the audience to take the next steps. A good speaker will provide clear, actionable advice that attendees can use to begin their planning journey.
Visual Aids:
- They should use simple, clear graphics or charts to illustrate complex concepts and data, making the information more digestible and memorable.

4. A Focus on the "Why"

A speaker on this topic isn't just selling a service; they are inspiring people to take responsibility for their future.

Inspire Action:
- The presentation should motivate the audience to move beyond procrastination. They should clearly articulate the consequences of not planning and the benefits of a well-executed plan.
Focus on Goals, Not Products:
- The speaker should tie financial and estate planning back to the audience's personal goals, whether it's ensuring their children are cared for, leaving a legacy, or providing for their own long-term care needs.
Holistic View:
- They should emphasize that estate planning is not a one-time event but an ongoing process that connects legal documents with a person's financial reality. This is a crucial point for a professional who works in both financial and estate-related fields.