Marc Freedman On the Air, On the Web, in the Press

Sunday Mornings

Radio Show Host

‘Dollars & Sense’

Hour long radio show, Sunday mornings 8a -9a EST

“Financial Advice in a Language you Can Understand”

North Shore 104.9

Marc Freedman Dollars & Sense 104.9 Radio

Marc’s 2017 Appearance and Speaking calendar is now open.

For Advisors: Please note that participation in an advisor session, now qualifies for ’1 CFP’ CEU credit.

Previous Events | Speaking Engagaments, Interviews, Publications, Videos and more…

January 24-25, 2017

Keynote Speaker 
‘Getting to the Heart of Client Expectations’

Network FP National

Financial Planning Network of India

INTERNATIONAL, Mumbai

THEME: Clients First, Products Next

Industry Conference – Registration Required

VIEW PHOTOS HERE.

Marc Freedman at Network FP National conference in India

October 13 – 14, 2016

Event Presenter

LPL Advisor Event

Virginia/Maryland and Washington, D.C.

Private event

September 21 – 23, 2016

Event Presenter – Session 2

eMoney Summit

Dana Point, CA

Advisor Led Best Practice Session – ‘Financial Planning Strategies for Serving the Mass Affluent’

Private event

March 18, 2016

Event Presenter – Session 3

LGBT Elders in an Ever Changing World 5th Annual Conference

“Smart ​Financial ​Planning ​Strategies ​for ​LGBT ​Elders 
Salem, MA – Salem State University

School of Social Work
Marsh Hall Conference Center, Central Campus
71 Loring Ave, Salem, MA 01970

Public event

March 2016

Event Host

Private Event Rescheduled

“Is Your Portfolio Built for 2016 & Beyond?
Massachusetts, USA – Featuring a guest speaker from BlackRock Investments

Closed event

In light of this event’s cancellation, we have put together a 7+ minute video discussing the

Economic Outlook in the Current Market Conditions.  Click here to view.

JANUARY 27, 2016

Speaking Engagement

North Shore Elder Services

“Are you ready for prime time?”
Danvers, MASSACHUSETTS USA
300 Rosewood Drive

Topic: Preparing the Secret Sauce for a Smart Return and Income Strategy – The days of double digit interest rates on CD’s won’t be returning anytime soon.  So what’s a retiree to do when the paycheck stops and you need to rely on your investments to supplement your Social Security or Pension check?

TWO TIME SLOTS: 2-3:00 pm and again 6-7:00 pm | Register here.

Open to the public

Marc Freedman at Berkley

November 11, 2015

Speaking Engagement

Private Advisor Event

“The Secret Sauce to Serving the Mass Affluent Baby Boomer
CONNECTICUT, USA – Advisor event sponsored by Alger Funds and MFS Funds

Closed event

November 10, 2015

Speaking Engagement

Private Advisor Event

“The Secret Sauce to Serving the Mass Affluent Baby Boomer”
NEW YORK, USA – Advisor event sponsored by Alger Funds and MFS Funds

Closed event

October 20, 2015

Speaking Engagement

Private Advisor Event

“The Secret Sauce for Serving the Mass Affluent Baby Boomer”

DETROIT, USA – FPA of Michigan’s 2015 Annual Fall Symposium

Closed event

September 25, 2015

Speaking Engagement

Private Advisor Event

“The Secret Sauce to Serving the Mass Affluent Baby Boomer
Pre-Conference  Forum – Hosting delegates representing Japan

BOSTON, USA – FPA’s Annual Conference – 2015 FPA BE Boston

Closed event

Marc Freedman Keynote in Thailand 2015

September 24, 2015

Speaking Engagement

Private Advisor Event

“The Secret Sauce to Serving the Mass Affluent Baby Boomer
Pre-Conference  Forum – Hosting delegates representing Holland, Belgium, Brazil and India

BOSTON, USA - FPA’s Annual Conference – 2015 FPA BE Boston

Closed event

SEPTEMBER 2015

Workshop

9, 16, 17 & 24

‘Rejuvenate Your Retirement’

MASSACHUSETTS, USA – Instructor
Location: Endicott College, The Van Loan School of Graduate and Professional Studies

Workshop
This is an educational course for retirees. Making sure you don’t outlive your money is one of the most important issues in post-retirement planning! Learn more.

AUGUST 4-7, 2015

Speaking Engagement

‘Up With People’

ORLANDO, USA – Keynote Speaker

Reunion
As an Up with People Alumni D’86, Marc was part of the cast that performed at SuperBowl XX’s halftime show. Since traveling, Marc has remained an outspoken advocate for Up with People. Voted Cast Motivator, Most Energetic and Best Metro Manager during his year on the road by cast members.

July 22-30, 2015

Keynote Speaker

Associated Advisory Practices Conference – Fiji 2015

INTERNATIONAL, Fiji

Closed Event – Industry Conference

June 1-3, 2015

Commencement Speaker

University of California, Berkeley

CALIFORNIA, USA – CFP® Awards Banquet

Closed Event

March 25-29, 2015

Keynote Speaker

Centrepoint Alliance Platinum Conference

INTERNATIONAL, Phuket, Thailand

Association Conference

OCTOBER 29, 2014

Authored by Marc Freedman

’5 Giant Myths of Retirement Planning’

The ‘Retiring for the Genius’ author explains why they no longer hold up

Original Post Online: NextAvenue.org

OCTOBER 22, 2014

Marc Freedman Radio Interview

‘The Money Show’

with Chuck Jaffe

Discussing ‘Retiring for the Genius’

September 24, 2014

Marc Freedman Quoted

September 11, 2014

Marc Freedman Radio Interview

‘Live Line’

with Anne Holliday (Lexington, KY)

Discussing ‘Retiring for the Genius’

Marc Freedman Radio Interview

‘A Touch of Grey’

with Richard Neer (Talk Radio America, Nationally Syndicated)

Discussing ‘Retiring for the Genius’

September 4, 2014

Marc Freedman Quoted

August 29, 2014

Authored by Marc Freedman

‘How To Be a Millionaire — and Not Even Know It’

Original post on-line: Time.com/money

August 19, 2014

Marc Freedman radio interview

‘Michael Dresser Show’

with Michael Dresser on MichaelDresser.com

Discussing ‘Retiring for the Genius’

August 18, 2014

Marc Freedman radio interview

‘Warren Lawrence Show’

with Warren Lawrence (Kingston, NY)

Discussing ‘Retiring for the Genius’

Marc Freedman radio interview

Maggie Litton Show ‘URBAN VIEW’

with Maggie Litton (Sirius XM Radio)

Discussing ‘Retiring for the Genius’

PART 1 and Part 2

August 13, 2014

Marc Freedman radio interview

‘Rude Awakening Show’

with Bulldog (Ocean City, MD)

Discussing ‘Retiring for the Genius’

August 12, 2014

Marc Freedman radio interview

‘Barbara Dooley Show’

with Barbara Dooley (Athens, GA)

Discussing ‘Retiring for the Genius’

July 23, 2014

Authored by Marc Freedman

‘How Listening Better Will Make You Richer’

Original post on-line: Time.com/money

March, 2014

Keynote Speaker

Financial Advisor Conference: Art of ‘THE RELATIONSHIP’

INTERNATIONAL, Holland

Closed Event