Corey is a practical, results-focused educator and speaker. He spent nearly two decades as a nationally recognized research analysist and educator at Prudential Financial. Corey has worked with financial institutions across the retirement industry and is a frequent presenter at national and regional conferences. Today, he provides practical education on AI, digital assets, and emerging technology.
Topics
CE / Workshop
Practical, credit-eligible sessions for financial professionals (CFAs, CFPs, CPAs, and advisors; CE credit applies for the advisor audience specifically).
Modern Financial Conversations
Helping financial professionals confidently discuss digital assets, AI, and emerging technology with clients.
AI for Financial Professionals
How AI is changing advice, client service, research, productivity, and compliance. Practical implementation, not hype.
Keynote
The big-picture, opens-the-conference talk.
The Future of Financial Advice
How AI, digital assets, and automation are reshaping advisors, firms, and the client experience.
Founders & Business Owners
Its own track, not a variant of the advisor content.
Innovation, Business Strategy & Intelligent Leverage
How organizations create long-term advantage through better systems, not more headcount or spending.
Specialty
Cross-audience, tied directly to Corey’s investing credibility.
Digital Assets and Blockchain
A disciplined, risk-aware look at blockchain, cryptocurrencies, stablecoins, and tokenization. Education, not product recommendations or speculation.
Past organizations and engagements
Prudential Financial (National Trainer), CPA Academy, and CFA Society Boston. Training and conference programs delivered for advisors at firms including Morgan Stanley, Edward Jones, LPL, Cambridge, Commonwealth, Osaic, and Equitable, and other national and regional broker-dealers.
Learning outcomes
- Greater confidence discussing emerging technology with clients
- A practical framework for evaluating AI and digital assets
- Better questions to ask before adopting new technology
- Ideas they can apply immediately, inside their own business or practice
- Clarity on where technology creates real business value, and where it doesn’t
- The ability to separate long-term trends from short-term hype
- Practical tools and mental models, not abstract theory
“That was one of the clearest explanations of a complex topic I’ve heard.” The standard every session is built around, not a quoted testimonial.