Frequently Asked Questions

What types of presentations do you offer?
We offer ninety minute, two and three hour seminars for charitable institutions, financial professionals and families. Candidly, we recommend the ninety presentation as optimum.

Do you offer individual consulting services?
Yes, we are available to consult with families and financial professionals.

Will you customize your presentation for our group?

What makes The Gallo Institute, LLC presentations unique?
All presentations feature both of us.  As a result, we are able to provide expert advice on topics ranging from psychological and emotional issues to complex estate planning and tax questions.

How can we get the most from a Gallo Institute presentation?
Organizations often retain us for a training session for their own staff and a lunch or dinner presentation for clients or major donors. Or perhaps a breakfast or lunch presentation for referral sources and a dinner presentation for clients or donors. Professional associations often co-sponsor our presentations with a local bank or trust company.