Media & Speaking

Financial planning in relation to the markets, retirement, and insurance.Thomas Intoccia is available for radio, TV, podcasts, and online interviews, and can speak at events on the following topics:

  • The Professional: Finding Professional Significance in My Journey from Load Funds to Independent Investment Advice; a memoir
  • History and evolution of investment advice and the registered investment advisory profession.
  • Investment custodians: important considerations in advisor custodial selection.
  • Financial planning in relation to the markets, retirement, and insurance.
  • Financial planning practice considerations and consulting.
  • Financial literacy; various pedagogical topics, including the ongoing financial literacy crisis in high schools and universities, and what to do about it.

To contact Tom, please fill out the form.

Request Tom

Name(Required)
MM slash DD slash YYYY
Please indicate your preferred date on the calendar above.
Time(Required)
:

Click on an image to download a high res photo.