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Testimonials from Groups Jordan has spoken to

Thank you very much for arranging your schedule to allow you to visit with the Seaboard Leadership Council last week. From my observations and what I have been told your presentation was very well received. The Financial Planning Overview was an excellent follow up to the presentations we received in December. Your observations and insights in relation to Mutual Funds were very thought provoking and challenging as we enter into this market. Your presentation contained exactly the elements which I had hoped it would include when we first discussed the possibility of you joining us.

- Ray Melcher, State Farm Insurance Companies

Thank you for caring…………and sharing! Your “Right Now” presentation at the Million Dollar Round Table’s Annual Meeting in Toronto was well presented – and very well received. Thanks for making a difference with your MDRT audience. In the process, you impacted careers and touched lives. Best wishes for continued success!

- John J. Prast, CAE, LLIF Executive, Vice President, Million Dollar Round Table

Thank you so much for speaking at the Twenty-First Annual Rocky Mountain Investor Fair in Denver. On behalf of the Denver Chapter, we sincerely appreciate your participation and support of our local membership. We had some wonderful comments regarding your talks and we hope that you considered it successful as well. Upon review of the evaluation forms, many people felt they learned a great deal regarding investing from your talks. A frequent comment was that they felt your were very knowledgeable. We feel that the Investor Fair in Denver is one of the premier NAIC events in the country, and we strive to make it as organized and interesting as possible for everyone involved. Again, thank you for your participation and for the publicity you gave us on Friday morning. I look forward to seeing you at other upcoming financial events in Denver.

- Carolyn Dickey, Investor Fair Chairperson, NAIC (National Association of Investors Corporation), Denver Chapter

We are again so pleased with the presentation that you made to the teacher educators for personal finance on the evening of November 5 in Kansas City, Missouri. The reviews from the 64 teacher educators were outstanding. Your comments were well received because of a number of reasons. They enjoyed hearing about how you integrate personal finance into the public schools where you reside. The role-playing and simulations that you integrate with the young people are certainly consistent with good learning theory. They also enjoyed your up-to-date knowledge in the area of personal finance. Your twelve commandments for personal finance was a great way to bring it all together. Your book was also an added feature. I’m glad that you made reference to various parts of your book in your presentation; we have found that people are much more likely to use a book if they are introduced to it in an effective way. The book will be a quality resource for them as they teach personal finance. You present materials in an interesting way. You are also very approachable. This was very evident by the question asked immediately after your presentation as well as the many who approached you after the meeting was adjourned. Thanks for doing a wonderful job at both our Train the Trainers conferences in May and November. You added a great deal to the success of both conferences.

- John Clow, Director Financial Fitness for Life Project, The Campaign for Economic Literacy

Thank you very much for presenting and sharing your financial expertise with the Harrah’s Joliet Management Team on April 25th. The managers thoroughly enjoyed and responded to your wealth of knowledge, great presentation skills and excellent resourcefulness. They were also impressed with how realistic and helpful your presentation was in regards to financial planning. Comments from the managers such as, “Best Speaker we’ve had yet,” and “Bring him back again” are the result of a truly great consultant. Again, thank you Jordan for enhancing the Harrah’s Joliet Management Team.

- Laura Ciancaglini, Human Resources Manager, Harrah’s Joliet Hotel

Thank you so much for giving a fantastic presentation at our NEA (National Education Association) MB Professionals’ Workshop meeting. Our attendees were very receptive to your session entitled, How To Get Your Financial Act Together. You shared valuable information that was relevant to the products and services the NEA offers nationally and at state levels. In addition, your handouts and resources were outstanding. Your background and talent were well showcased at this meeting. Our state liaisons left your session equipped to assist NEA members with information they can use to make better financial decisions. Of the 53 evaluations received, 51 reflected an excellent session evaluation. A few of the many comments included: “Best session so far”, “Wow!”, “Pertinent, relevant, the best!” and “Come back”. Jordan, you are a professional who delivers on what is promised. I appreciate your preparation and I look forward to working with you in the future!

- Kimberly S. Adams, NEA (National Education Association) Member Benefits

On behalf of the Dallas DOA Human Resources Branch, I would like to thank you for helping make our first Financial & Retirement Planning Fair a success. We have had so many positive responses. Your message was very timely for our employees considering the majority are baby boomers and are at a crossroads in their life, with the impending downsizing. And your 12 Commandments of Finance were a big hit especially #1, I think everyone likes to get free money. I want to especially thank you for the extra time you took in preparing this presentation, I know at times it was like pulling eye teeth in getting the information you needed regarding our retirement plans, be we succeeded. It’s been a pleasure working with you and look forward to working with you in the future.

- Charlotte Kettlewell, Human Resource Specialist, FDIC

On behalf of the Fiduciary And Investment Risk Management Association Board, please accept our warmest thanks for making our San Diego conference a great success. You set just the right tone for the entire program with your insightful summary of investment opportunities. We couldn’t have asked for more – you were terrific. Also, we were delighted that you and your family could stay for the USS Midway reception. That turned out to be very special and I am so glad you were all able to share that experience with us. We are sincerely grateful to you for making such a grand impression.

- Hale Mast, FIRMA (Fidiciary and Investment Risk Management Association) Board

I wanted to thank you for the honest, truthful, independent information you provided to GM’s employees who are facing difficult decisions regarding their futures. Certainly, you gave workers a better understanding of their options and helped them as they make these important decisions. Because of that, I want to thank you on behalf of GM.

- Katie McBridge, Staff Director, General Motors

On behalf of the National Grocers Association, I would like to thank you for your recent presentation at our annual convention in Las Vegas, Nevada. Your session, “Twelve Commandments of Finance” was very well received by the attendees. Evaluations stated that “This was simply excellent,” and “Thank you for having something beneficial other than just the normal workshops…….and don’t get me wrong, they all benefit……this was just extra!. You gave our attendees a lot of great information and much to consider when managing their business and personal finances. Thank you again for your participation in the education program.

- Mary Wallace, Director, Education and Meeting Services, National Grocers Association

On behalf of the Solar Electric Power Association (SEPA), the Solar Energy Industries Association (SEIA), and the 9,500 business attendees of Solar Power Conference, I would like to thank you for your participation as the moderator of our CEO Panel. Given the rapid growth the solar industry continues to face year after year, our conference attendees are always eager to hear from the leaders of the biggest companies in this field, making the CEO Panel one of the more important and highly visible aspects of our event. As the conference chair, I was very impressed with the professional and thorough job you did as moderator of the session. Unlike most session moderators I have worked with in the past, your were dedicated from the get-go to being as prepared as possible, starting with the collection of information about each panelist and his company prior to the event right through to meeting in person one-on-one with each panelist prior to the session. I know all of the panelists appreciated the opportunity to talk with you in advance, increasing their level of comfort going into the session. Thank you again for your participation and for making the CEO Panel a valuable part of our event.

- Julia Hamm, Executive Director, Solar Electric Power Association Chair, Solar Power Conference

Your presentation on “The 12 Commandments of Personal Finance: How to Make the Most of Your Benefits” was a welcome addition to the TEA’s high quality financial service to our members. In the days following your seminar our members and staff continued to comment on how impressed they were with the fact that you delivery was so personable and inviting. I can’t remember when I’ve seen that much animation during the question and answer portion of a session for members and staff. I regret that all 51,000 of our members could not have been present to hear you. The fact that we engaged you early in the school year, during the work week, prevented many from taking advantage of the opportunity. New teachers, our target audience, in particular are reluctant to take leave days so early in the year. I hope we can engage you to present another seminar for us later in the school year on a weekend. Your topics and expertise are too important not to share with a broad representation of our membership and staff. Before I attended your session, I was concerned about how to help our youngest members get off to a good financial start and our experienced members to make better financial decisions. Your seminar was the perfect vehicle to help us accomplish these goals. I will certainly recommend you to all my colleagues who are interested in providing expert financial services to their membership. Thank you for such an informative, useful and enthusiastic presentation.

- Al Mance, TEA Executive Director

Thank you for the lively and informative presentation on “How to Get Your Financial Act Together.” We enjoyed listening to your advice on how to organize our finances and profit in today’s economy. The resources and worksheets you provided are practical tools that will empower our employees to get a handle on their finances. We’ve received many positive comments on your presentation from employees: “The speaker was so informative, and the material was great”, “Mr. Goodman kept the audience’s attention”, and, “Jordan provided good resources (websites and phone numbers) for further research.” Many said your worksheets and other handouts are very helpful. Seventy-seven (77) percent of the employees who attended your presentation completed an evaluation. These employees, when asked to rate you as a speaker, said you: 100% Were knowledgeable 98% Were focused and dynamic 96% Addressed their question adequately 91% Met their expectations Nearly all of the people who attended your presentation plan to make changes based on what they heard; and, most plan to use your worksheets and the resources that you shared.

- Helen Reilly, Deputy Assistant Commissioner, Office of Retail, Department of the Treasury Bureau of the Public Debt

I wish to express my appreciation and that of the Committee, to you for participation in the Panel Discussion, “Surviving, and Thriving in the New Financial Norm.” Your points on the new Credit Card Bill were clear and concise and presented another point of view for our members to consider. You also added a bit of spice to the discussion by challenging some of the view expressed both by other panelists, some of the members and some of the “cable talking heads”. I especially appreciated you candor and willingness to express the divergent views. In addition, you were factual where needs and clearly identified fact from opinion.

- Jettie D. Newkirk, Esq., Pennsylvania Bar Association, Minority Bar Conference

While “Making Ends Meet” is still fresh in mind, I would like to thank you, profusely, for rendering such a valuable service to Dartmouth students last evening. In my experience, it is rare to keep a Dartmouth student audience in their seats for more than an hour and even more unusual to generate so many questions from the floor. Certainly, if they take your advice to heart, all of them will be much better situated financially (and emotionally) in the coming years. I (and the students in attendance) very much appreciate the time and effort it took to tailor your presentation to a college age audience. I hope that the ends will justify the means and that you will soon have many more such opportunities to enlighten 18 to 22 year olds about how to best stay afloat, financially.

- Skip Sturman, Director, Career Services, Dartmouth College

I would like to thank you very much for giving your “Money Smarts” talk to our students at Dutchess Community College. Your talk was loaded with tons of useful information that our students and community will be able to use to secure a successful financial future. The part about developing good credit and keeping it was particularly beneficial to our students. I strongly believe that teaching our students to be money wise is something that will make their lives much easier in the future. Please know that it was great working with you and that the information in your presentation was very valuable to our students.

- Michael Weida, Director of Student Activities, Dutchess Community College

Thank you so much for the keynote address at the Power Your Business Conference and for participating on the “Powerful Tools Available to Finance Your Business” panel. We appreciate you taking time out of your busy schedule to join us. I want to tell you that your speech in person was an amazing experience. Your presentation was outstanding and everyone enjoyed it very much. Your expertise in the area of finance was informative and educational, and we heard from how much many attendees appreciated your expertise. In particular, the early mortgage payoff had people buzzing!

- Debbie Gregory, Founder VAMBOA.org

We had the pleasure of retaining Jordan Goodman to be our speaker at our annual E*TRADE National Retirement Day. Jordan completely surpassed our expectations. We had record numbers of attendees this year and his content was current to the times and relevant to our audience. He was very flexible to work with during our planning sessions and provided contributions that made the session both dynamic and interactive. He was also very patient when answering all the questions that came in from around the country and stayed for quite a while afterwards with members of our in-person audience. I highly recommend him for speaking engagements!

- Diane Young, VP, E*TRADE Financial

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