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Keynote Speaker Jeff Bush
Jeff Bush
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$7,501 - $15,000

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Jeff Bush

Summary

Full Bio

Speech Topics

Advice, Clarity, and Action

If the value of advice is not only based on the content but the timing of the delivery and having clarity of purpose drives action, then if you provide clients with timely and meaningful advice of sufficient quality, it will provide them with clarity. Then they will be more likely to take action.

Summary of Jeff Bush

What if the key to understanding our present could be found in a more thorough understanding of our past? Jeff Bush has a unique ability to look at history and then decode what is relevant, interesting and useful. This enables him to provide his audiences with an approachable, multifaceted means to understand the issues that faced our nation then, and today. He is able to simplify complex information and provide practical, usable takeaways that people can implement in their businesses. Jeff does more than 200 presentations yearly to a client base that includes Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. Jeff's dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades.

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A dynamic and insightful speaker, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington into winning growth strategies for business owners, executives, and high net worth investors.

Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the non-partisan experts on all things Washington D.C. In the 2012 presidential election, Jeff accurately predicted the outcome 14 months in advance as well as predicting the republican sweep in Congress in 2014. Jeff also predicted the fiscal cliff outcome that lead to the single largest tax increase in dollar terms in US history. This advice gave professional advisors an opportunity to prepare their clients for the political changes that would impact their bottom line.

Jeff does more than 200 presentations yearly in the US and abroad to a client base that includes fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio.

While best known as a keynote speaker, Jeff has shared the stage with many notables including former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Morgan Stanley Smith Barney Chief Investment Officer Jeffrey Applegate; Ron Insana, reporter for Market Score Board and former CNBC Senior Analyst.

Jeff is a 28-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisers, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50 billion business.

Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.

Jeff holds a Bachelor of Science degree in Business Administration and Management with emphasis in accounting and philosophy from William Jewell College.
Jeff's dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.

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The Washington Update 2017
An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning

For the first time in eight years, a new administration takes over the White House – an administration with vastly different policy goals than the one that preceded it. President Trump’s initiatives promise to have far ranging effects on taxes, health care, sector regulation, government spending, and the country’s fiscal situation.

Jeff Bush, an expert in political and legislative affairs, will lay out the wide-ranging initiatives President Trump will seek to enact during his first year in office, including those involving infrastructure, jobs, tax reform, and industry-specific proposals for energy, health care, financial services, and other sectors. He will consider the extent to which Trump can expect support from the Republican-led Congress and the impediments that nonetheless may stand in the way of enactment. Throughout the year, he will continue to follow the proposals as they are formulated and refined.

Jeff also will consider the extent to which the new administration is likely to overturn or soften regulatory policies the Obama administration put in place, including the controversial Department of Labor regulation imposing new fiduciary obligations on financial advisors.

Finally, Jeff will discuss how the new administration’s initiatives are likely to affect the economy, industry sectors, tax planning, investments, and the markets. He will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility and upcoming legislation, including specific strategies for investment, wealth transfer, and retirement planning.Nonpartisan Analysis of the Current Political Environment

More Topics

  • Proposed Department of Labor (DOL) Fiduciary Regulation
  • The Implication of the 2016 Election and its Impact on Business and Taxes
  • The Affordable Care Act and How it Affects Business Owners and Retirees
  • Tax Reform Status and its Proposed Changes
  • The Implications of the U.S. Fiscal Environment and How it Impacts the Future

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