Speaking Topics
WealthPoint’s Managing Director Ryan Barradas is a nationally-recognized expert in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. He also can address the perils of procrastination as opposed to proactive planning. Ryan’s energetic and entertaining speaking style makes any topic both enjoyable and informative.Industry Groups
Ryan Barradas has shared his expertise with a variety of national organizations, trade associations and industry groups including: World of Concrete, American Society of Concrete Contractors (ASCC), WIT and Co, National Electrical Contractors Association (NECA), Pier Group Presentations, AGC, National Hardwood Lumber Association, National Association of Insurance and Financial Advisors (NAIFA), M Financial Group.Private Briefings
WealthPoint offers private briefings for professional services firms to groups of 25 or less. These often take place in the form of working breakfasts or our Lunch and Learn series. During these informative sessions, participants get a wealth of timely information in an intimate setting. The sessions typically last approximately 45 minutes with a 15 minute Q & A, but we can custom design a presentation for your unique group.To schedule your event call us at 602.773.5533 or
email us at info@wealthpointllc.net

Securities and Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC is an Affiliate Firm of Grenert Financial Group, LLC, a Member Firm of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.
WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ,CA,CO,MI,MO,NM,NY,OH,OR,IL,WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.
WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ,CA,CO,MI,MO,NM,NY,OH,OR,IL,WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.