Speaking Engagements & Workshop Lineup

Why You Might Be an AI Optimist Too

David takes a deep dive into the current state of AI, sharing his unique perspective on why he is hopeful about it's potential to reshape the future.

Reducing Taxes in Retirement

Explore the most effective strategies for minimizing the amount of tax you'll pay throughout your retirement years.

Estate Planning Essentials

Gain a clear understanding of the steps you need to take to ensure your legacy is passed in the way you desire.

Building Wealth for the First Time

Discover the fundamentals of financial success for Millennials and Gen Z. Learn what to do and what to avoid from a leader in the financial advisor industry.

Reducing Taxes as an Entrepreneur

Uncover key insights into tax reduction strategies specifically designed for entrepreneurs.

The Only Three Things That Matter in Business

Most entrepreneurs have a to do list a mile long. The key isn't to complete it, but to delete the things that don't matter. Learn how to only spend your time on the fundamentals that lead to success.

About David Talley

Think of David as an entrepreneur who just happens to have all the credentials for giving financial advice. He runs a financial and tax advisory firm, and practices as a direct client facing advisor himself. His talks on business success and financial literacy are inspiring, engaging, and action oriented.

As a keynote speaker, David tells the stories of his own client's successes and failures to illustrate his concepts in ways the audience will never forget.