Las Vegas and Henderson, Nevada Service Clubs
Financial Frauds, Scams and Skullduggery is the title of one of Greg Wood’s presentations. During this entertaining and enlightening speech, Greg discusses the ways that many, including seniors, fall prey to the unscrupulous tactics used by some. Greg discusses the top ten financial swindles and tells some interesting stories linked to his career as an investment professional, a securities arbitrator and as a securities expert witness. This informal presentation is perfect for a service club luncheon and can be tailored to last from 20-45 minutes, with time available afterwards for questions. There is no charge for local service clubs and organizations.
Stockbroker 101 is Greg Wood’s informative and entertaining speech that takes the audience behind the scenes in the stockbrokerage business. The listener will hear how brokers are trained and licensed, how stockbrokers are supervised, how the client’s interests are protected, how brokerage houses function and how stockbrokers get paid. Greg will discuss some of the products that are more profitable to brokerage firms and their representatives.
Securities Firms
A main securities firm challenge is conducting effective and interesting compliance meetings. Greg Wood can help securities firms meet their goals when he becomes part of that meeting. His thirty-five years of securities industry experience combined with experience as a FINRA Arbitrator and securities expert witness gives him the background and insight to be a high impact addition to your session. Attaching “war stories” to the rules deepens the impact and improves broker comprehension. Contact Greg Wood to discuss your specific needs.