Moore Wealth Management
 

Meredith C. Moore, LUTCF, CLTC

Moore and Associates Wealth Management - President

Moore Wealth Management

Credentials

  • Practicing financial planning since 1998
  • Life Underwriter Training Council Fellow
  • Consistent Million Dollar Round Table Producer
  • Written numerous articles for Georgia Chiropractic Association magazine on various financial planning topics
  • Winner of 2007 Newsweek Magazine's Real Life Stories/ Client Service Award

Previous Speaking Engagements

  • John's Creek Rotary Club
  • Dunwoody Rotary Club
  • South Forsyth Rotary Club
  • NAIFA (National Association of Insurance and Financial Advisors) - Atlanta Chapter
  • NAIFA (National Association of Insurance and Financial Advisors) - Savannah Chapter
  • Featured speaker at September 2007 National NAIFA Convention
  • Women in Financial Services (WIFS) - Atlanta chapter
  • New York Life Greater Atlanta General Office

Presentation Topic

Meredith tells her own compelling personal story of being diagnosed with brain cancer only five weeks after giving birth to her only child. Talk focuses on:

  • Importance of the role of life, disability and long-term care insurance in comprehensive financial planning
  • Motivational - how to live life to the fullest while living with a terminal disease, including being an accomplished triathlete
  • What Meredith has taken from this experience

Fees

  • Meredith's speaking fee is $1000
  • All travel expenses
  • Frequently, New York Life or other insurance companies sponsor or underwrite Ms. Moore's speaking fees

We would love to hear from you. If you are interested in having Meredith speak, then please e-mail us. Send us your name, phone number and date, audience and location and we'll get right back to you.

Request Meredith Moore, Speaker.

Moore Wealth Management



Meredith C. Moore, LUTCF, CLTC, Registered Representative offering securities through NYLIFE Securities LLC., Member NASD/SIPC
5607 Glenridge Drive, Suite 600 Atlanta, GA 30342 (404-459-2000). Financial Adviser offering investment advisory services through Eagle Strategies Corp., a Registered Investment Adviser. Moore and Associates Insurance and Financial Services is not owned or operated by NYLIFE Securities, LLC or its affiliates.




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