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Speaking

Perry Jeffries III, CRPC, CPFA, PES is a highly sought out key-note speaker and workshop presenter.

Perry brings a unique blend of being a subject matter specialist in 3 areas that are so valuable to people’s lives. He has 35 combined years of experience as a Financial Advisor, Personal Trainer and Entrepreneur.

In addition, Perry is a Certified John Maxwell Leadership Speaker and Coach and one of a hand-few Certified Profit First Professionals in the world who is also a registered financial representative.

Currently Perry has taken on the role of being a Spotlight Speaker for the Ohio Society of CPA’s traveling around the State of Ohio  and the Country delivering his entertaining yet information packed sessions on Cash Management for Businesses and Financial Planning for Individuals.

Workshop Clients Consist:

City of Columbus

The Ohio State University

Ohio Society of CPA

Tuskegee University

Columbus Public Schools

Coca-Cola

Personal Planning Focused Presentations:

  • Financial Planning in a Fast Paced Economy
  • Using Retirement Funds to Power up your Business
  • Protecting Your Nest Egg in a Market Crash

Business Focused Presentations:

  • Funding Investments with Cash-flow
  • Using Retirement Funds to Power up your Business
  • Entrepreneur Finance 101
  • 15 Invaluable Laws of Growth
  • Everyone Communicates Few People Connect.

College Focused Presentations:

  • Preparing for the Transition
  • The Future of Entrepreneurship
  • Funding your Future

©2020 Perry Jeffries. All Rights Reserved. Services provided by Diamond Equity Advisors LLC, (DEA, LLC). DEA, LLC is a registered investment adviser offering advisory services. DEA, LLC does not provide specific tax or legal advice. Please consult your attorney and CPA.
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