Frequently Asked Questions
What types of presentations do you
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
Yes, we are available to consult with families and
Will you customize your presentation
for our group?
What makes The Gallo Institute, LLC presentations
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
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.