Speaking Engagements

Scott D. Sorrell, CLU®, ChFC®, AEP®, CFP®, AIF®, RICP®, CASL®, CLTC is an Advanced Planning Advisor in Raleigh, North Carolina. Scott has been invited to speak at several organizations, including financial services firms, universities, and non-profit organizations. He is able to share his professional experiences, business knowledge, and planning capabilities.

During his sessions, Scott explains the concepts, tools, and applications that he implements on a daily basis to maximize his financial services practice for deep client relationships.

Scott Sorrell's recent speaking engagements include:

Capitol Financial Solutions Annual Meeting, Raleigh, NC
Signator Investors Practice Advancement Conference, Orlando, Florida (2013, 2016)
Duke University- Fuqua School of Business
High Point University
Appalachian State University
National Association of Financial Advisors (NAIFA)
(NAIFA NC Annual Meeting and Delegate Council Conference
Various chapters throughout North Carolina)
Innovative Financial Group, Nashville, Tennessee
Empire Financial Partners, Albany, New York
Cutco/Vector Marketing, Raleigh, NC
Rotary Groups and Other Non-Profits

Scott Sorrell has also been published in the following industry publications:

MDRT Magazine
Investment News Net
Signator Investors' Forward Magazine

Scott Sorrell and William Smith kicking off Signator's 2016 Practice Advancement Conference

Scott Sorrell presenting at NAIFA-NC's Annual Meeting and Delegate Council Conference- June 2015

Scott, after speaking for 500 industry peers in September 2013 with industry leader Lou Cassara, CLU, ChFC.

Scott at Innovative Financial Group's 2014 Kick-Off Meeting in Nashville, TN.

Scott speaking at an Appalachian State University Finance Class, Boone, NC

To inquire with Scott about speaking at your organization, click here.