.png)
Michael E. Jaspan — Financial Educator, Proactive Tax Strategist & Speaker
Michael E. Jaspan, CTBA
Certified Tax & Business Advisor • Financial Educator • Speaker
​
Helping professionals discover tax-smart strategies, gain confidence in their financial decisions, and get peace of mind before retirement.
Why This Page Exists
Many visitors to SafeMoneyAdvisory.com are not just searching for retirement strategies — they’re evaluating whether attending a live event with Michael is worth their time. This page helps answer that by providing context, value, and clarity about:
-
Who Michael is as a speaker and advisor
-
What topics he emphasizes
-
Why his upcoming events are timely and worth attending
Meet Michael as a Speaker and Advisor
Michael has spent decades helping clients not just plan but understand and act on strategies that matter — especially when it comes to proactive tax planning.
He teaches with one goal in mind:
To give people clarity before they commit time or money — so that every decision feels informed and empowering.
​
Unlike traditional retirement planners, Michael focuses on:
​
-
Proactive tax and strategy planning (not just reactive tax preparation)
-
Clarity before change — helping attendees think ahead, not just look back
-
Actionable insights people can use immediately
This emphasis on education and empowerment is what makes his events both relevant and practical.
What to Expect at an Event
When Michael speaks, attendees can expect:
Clear explanations of how tax strategy impacts long-term goals
Practical takeaways you can implement right away
Insights into how to connect smart tax planning with broader financial questions (like “what should I do with the money I save?”)
These events are designed for:
-
Business owners seeking tax clarity
-
Individuals approaching retirement
-
Professionals who want proactive planning
-
Anyone who wants peace of mind before tax deadlines
Upcoming Presentations
Why These Events Matter
Spring is one of the most relevant seasons for financial planning — especially tax strategy planning. Most people wait until tax time to react. Michael believes that preparation and understanding beforehand can:
​
✔ Reduce stress
✔ Uncover strategies most people don’t know about
✔ Help you make better use of what you save
​
This isn’t just a speech — it’s a practical planning session you’ll walk away from feeling clearer and more confident.
Be First to Know
Michael’s Approach — A Different Emphasis
He doesn’t only help people “accumulate” — he helps people understand what matters most before major decisions are made.
This is a subtle but important distinction:
Education first, then planning.