Spotlight Session, IMPACT 2008
Sponsored by Charles Schwab Institutional
Atlanta, GA, September 23-26, 2008
Guest Lecturer, Columbia University
Center for the Study of Wealth & Inequality
New York, NY, November 6, 2008
Keynote Speaker, The Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Las Vegas, NV, April 16-18, 2008
Keynote Speaker, 9th Annual MarkeTrends Conference
Sponsored by Financial Research Corporation
Boston, MA, November 28-29, 2007
Keynote Speaker, Consultants House Forum
Sponsored by Globes – Israel’s Business Arena
Tel Aviv, Israel, September 2, 2007
Workshop Leader, Winning the Allegiance of Advisors
Sponsored by Financial Advisor
Boston, MA, June 19, 2007