PR & Media

For Press and other media, please access the SSFP press release and any of several video & audio items:

Click here for the SSFP Press Release.

Click here for a press release on Dan’s novel, Ancient of Genes.

Click here to phone or email Dan about scheduling an interview or event!

If you’re a media professional, note these important “hooks” when considering an interview:

* Dan really is an expert. Bio below. Click here for his life experiences that shape his writing style.
* Most Financial Planning books are self-published or ghost-written to gain clients. None of that is so for SSFP.
* Dan is without bias or client acquisition agenda, having retired & terminated licenses in December 2017.
* SSFP is the first FP book ever to have anywhere near a fifth of its length comprised of 30 true stories (not boring case studies) of client triumph & tragedy. That’s powerful human interest, great for dramatic reads & discussion!
* SSFP really has actual secrets and poorly knowns that are kept intentionally from individuals by pension plans, regulators and financial firms. No kidding. Call or email for specifics! 3-minute video with two examples:

Your viewers/readers/listeners need these entertaining dramatic story readings, zero-bias guest expertise, discussions and disclosures. They will appreciate you for having Dan supply these.

Click links below to enjoy some recorded interviews (or quotes) of Dan:

 

Click here to phone or email Dan about scheduling and interview or event!

A Forbes Magazine online article (Dan is a source re 401(k) Multiple Employer Plans)

Dan Quoted in The Rationalist online Economics magazine

Carmen Jacobs, Editor-in-Chief of UpJourney quotes Dan in two articles: “What is Risk Management and Why is it Important” and “Financial Literacy; Why is it Important”

Alayna Okerlund reporter at BestCompany quotes Dan in two articles: “Why Credit Still Matters After You Retire” and  “How to Manage Credit in Retirement”

Money management expert and host of “Living with Money”, Tim Mullooly

Click here for professional reviews / endorsements

Enjoy a discussion and a dramatic read of one of Dan’s “true tales of client triumph & tragedy” from SSFP:  Sandy Jo Weston, M.Ed., author, media & blog personality, fitness & goals coach, interviews Dan for the “Let’s Keep It Real” show. Click the picture for iTunes, Spotify & other formats on her intriguing website, or activate the audio here:

About Dan:

Dan graduated from Virginia Military Institute (1981), third among Economics majors, simultaneously completing the Modern Languages curriculum. He served in the Infantry, then as a reservist in a Special Forces support role, next as a Training Company Commander and later in a classified Army Research Institute role. Dan completed his Master of Business Administration at William & Mary (1986). He and wife Laura married in 1988, loved raising their four children, and assisted both Boy and Girl Scouting through their church; they are serious about helping the homeless. During his practice (retired January 2018) Dan’s professional designations included:  Chartered Financial Consultant & Chartered Life Underwriter (1989), Certified Financial Planner® (1992) and Certified Business Intermediary (2002). Dan is affiliated with the Gerson Lehrman Group, and is registered as an “expert witness” with The Expert Institute, New York. Dan’s thirty-year financial practice encompassed group and individual benefits, money management, financial plans, business valuation & brokerage, commercial realty and – often very personal – counseling. Dan has given numerous seminars at major employers and other entities, is the author of a novel, a licensing manual, and numerous articles in journals such as Virginia Lawyers Weekly, Financial & Estate Planning and Charlotte Ventures. Dan retired from financial services to a second career as an author and freelance writer/editor. Dan’s fiction and narrative nonfiction have been published by Skyhorse Publishing, Superversive Press, Millhaven Press, Creative Loafing, NFAA Archeryand Tuscany Bay Publishing.

Click here to phone or email Dan about scheduling and interview or event!

Buy Dan’s work at any physical or online bookstore! Experience these & other Adventures & nonfiction: Click here for a wide choice in how to purchase Ancient of Genes in any of its four editions, and to search stores for Dan’s other works!

One thought on “PR & Media”

Comments are closed.