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
Keynote Speaker, The Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Las Vegas, NV, April 19-21, 2007
Panelist, Womenvision Summit
Sponsored by AARP Foundation, Women's Leadership Circle
Tucson, AZ, April 12-15, 2007
Workshop Leader, Partnering With Accountants
Sponsored by Private Wealth
New York, NY, March 14, 2007
Featured Speaker, 9th Annual Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Chicago, IL, September 25-27, 2006
Featured Speaker, Trends in the Affluent Lifestyle
Sponsored by Elite Traveler
Geneva, Switzerland, September 13, 2006
Featured Speaker, The Future of Marketing & Value-Added Wholesaling
Sponsored by Charter Financial Publishing Network
New York, NY, May 8, 2006
Guest Lecturer, Trading & Investing
Wharton School of the University of Pennsylvania
Philadelphia, PA, April 3, 2006