Warning: require_once(): Unable to allocate memory for pool. in /var/www/vhosts/hsgrove.com/httpdocs/site/wp-content/themes/u-design/lib/u-design-cmb2/cmb2/init.php on line 146 Warning: include_once(): Unable to allocate memory for pool. in /var/www/vhosts/hsgrove.com/httpdocs/site/wp-content/themes/u-design/lib/u-design-cmb2/cmb2/includes/helper-functions.php on line 42 Speaking – HSGrove On Private Wealth

Speaking

female-speaking-stickerSpeaking…

I enjoy sharing the things I’ve learned from two and a half decades of hands-on work with the super-rich and their top advisory professionals and, more importantly, highlighting the activities and behaviors that can result in stronger, more productive businesses practices. In preparation for group presentations, I work closely with each event’s sponsor to tailor my content to specific needs, drawing from years of quantitative and qualitative research to develop an informative and engaging presentation.

Public and private appearances that challenge the status quo:

  • Keynotes

  • Break-out sessions

  • Panel discussions

  • Webinars

Every year I dedicate a block of time to pro bono involvement with non-profits, colleges and educational institutions, industry and networking groups and other budget-constrained organizations. Please contact me re: eligibility.

 

  • A Conversation With PJ O’Rourke – FA Retirement Symposium

  • Delivering a Family Office Experience – CFA Institute

  • PW Roundtable on Philanthropy – Jose Reynoso

  • PW Roundtable on Philanthropy – Kim Laughton

  • The Evolving Family Office Platform

Watch & Listen   |   Contact Me About Speaking

Women’s Financial Fitness Forum

Women's Financial Fitness Forum

6th Annual Family Office Educational Forum & Roundtable

6th Annual Family Office Educational Forum & Roundtable

Retirement Strategies for Business Owners Workshop

Retirement Strategies for Business Owners Workshop

Connecticut Estate & Tax Planning Council

Connecticut Estate & Tax Planning Council

CFA Institute Wealth Management 2014

CFA Institute Wealth Management 2014

9th Annual Family Office Investment Symposium

9th Annual Family Office Investment Symposium

PAM Breakfast Briefing

PAM Breakfast Briefing
Nov 12 2013, The Lamb's Club, New York, NY, Panelist, What Family OFfices Need to Know About the JOBS Act

Capitalizing on the JOBS Act – Webinar

Capitalizing on the JOBS Act - Webinar
Sponsored by the HFA
August 21, 2013

Family Office Association – Summer Global Summit

Family Office Association - Summer Global Summit
Moderator, Strengthening the Family and Its Legacy through Travel.
Westchester Country Club, Rye, NY
July 10-11, 2013

Estate Planning Council of Lower Fairfield County

Estate Planning Council of Lower Fairfield County
Dinner Speaker, Cultivating the Ultra-Affluent
Innis Arden Country Club, Greenwich, CT
May 8, 2013

4th Annual Financial Advisor Retirement Symposium

4th Annual Financial Advisor Retirement Symposium
General Session, Women and Retirement
The Peabody, Orlando, FL
March 12, 2013

Elite Wealth Management Workshop

Elite Wealth Management Workshop
Event Host
Sponsored by CFPN
The Peobody, Orlando, FL
March 11, 2013

Opal Family Office Winter Forum

Opal Family Office Winter Forum
Keynote, Form Follows Function
Crown Plaza Times Square, New York, NY
March 4, 2013

PAM Centers of Influence Network

PAM Centers of Influence Network
Panelist, Family Business Succession
Ritz-Carlton, White Plains, NY
June 26-27, 2012

1st Annual Creating a Multi-Family Office Conference

1st Annual Creating a Multi-Family Office Conference
Keynote, Designing Your Infrastructure
Sponsored by CFPN
Hotel Sofitel, New York, NY
May 23-24, 2012

Evolution of the Wealth Management Industry Workshop

Evolution of the Wealth Management Industry Workshop
Keynote, The New Age of Advice
Sponsored by Seitlin and United Capital
The Westin Diplomat, Hollywood, FL
May 9, 2012

SALT – Skybridge Alternatives Conference

SALT - Skybridge Alternatives Conference
Panelist, The Compensation Conundrum
Bellagio, Las Vegas, NV
May 8-11, 2012

3rd Annual Financial Advisor Retirement Symposium

3rd Annual Financial Advisor Retirement Symposium
Moderator, Planning and Transitioning for Advisors
Hyatt Regency Bonaventure, Weston, FL
May 7-8, 2012

The Elite Practice – A Mentoring Blog for Advisors

Upcoming & Recent Events

Last Tweets