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Convention

SPEAKING

 Jeff has been providing personalized financial advice to individuals and families since 1986. He is passionate about sharing his experience and expertise in the community.

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If your organization would like a dynamic and engaging speaker, Jeff welcomes the opportunity to be a resource. 

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Here's just a sample of topics that have been requested over the years:

THE 6 QUESTIONS YOUR FINANCIAL PLAN SHOULD ANSWER

Explore the questions an evolving, holistic financial plan will answer.

GUIDE TO THE MARKETS REVIEW

Comprehensive insights on the market based on independent research.

MONEY AND MEANING

Creating a strategy for post-career meaning and significance.

WHAT AN INVESTMENT PROFESSIONAL CAN DO FOR YOU...AND WHAT THEY CAN'T

What to know before beginning a relationship.

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Job interview
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BEHAVIORAL INVESTMENT COUNSELING

Focus on what you can control and be a more relaxed investor.

EVIDENCE-BASED INVESTING

A transparent investment approach backed by decades of empirical research.

INCOME INVESTING: IT'S NOT WHAT YOU'VE BEEN TAUGHT

Creating a rising income for life: the only "sane" retirement strategy.

Sample Topics

  CONTACT FORM  

Book Jeff To Speak at Your Event

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Book Jeff - Speaking Page

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Jeff Bernier is the sole Member and an investment adviser representative of TandemGrowth Financial Advisors, LLC, (“TandemGrowth”) an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that TandemGrowth has attained a certain level of skill, training, or ability. No person will receive cash or non-cash compensation, directly or indirectly, in exchange for an endorsement of this book. Any endorsement of the book, ‘The Money and Meaning Journey’ are endorsements of the book and are not endorsements of Jeff Bernier’s reputation or experience as an investment adviser representative of TandemGrowth, or of TandemGrowth itself. The information presented in this book is general commentary intended to inform its readers, including current and prospective investors, about the broader financial ecosystem. All profits from the sale of this book are ultimately paid to the Bernier Family Gift Fund at the National Christian Foundation, which makes charitable distributions to various qualifying nonprofit organizations. Except for the “Contact Page,” the book is not intended as an offer of Mr. Bernier’s or TandemGrowth’s advisory services related to the sale or recommendation of securities. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of TandemGrowth’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a tax strategy, investment strategy, and financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by TandemGrowth, will be profitable or equal any historical performance level. Additional information about TandemGrowth, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and its Form CRS is available upon request and currently at https://adviserinfo.sec.gov/firm/summary/125490.

©2022  Jeff Bernier    All rights reserved.  |  Created  by  TGC Worldwide, LLC.   |   Privacy Policy   |  Terms & Conditions

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