Events and Other Excitement

May 9th, 2017 – Toronto, Canada “The Next Generation: Family Wealth and Beating the Odds” Client Presentation hosted by Citibank

May 10, 2017 – Montreal, Canada “The Next Generation: Family Wealth and Beating the Odds” Client Presentation hosted by Citibank

May 31, 2017 – Stamford, CT “The Whole Family Advisor” hosted by Oppenheimer Funds at Citizens Bank

June 21, 2017 – Chicago, IL “The Whole Family Advisor” hosted by Oppenheimer Funds at UBS

June 19-21 2017 – Broomfield, CO “Empowering Wealthy Families: Preparing the Rising Generation for Significant Wealth Transitions” and “Wealthism: How is Bias Against the Wealthy Affecting Your Clients and Your Ability to Serve Them Well?” at Purposeful Planning Institute’s Rendezvous annual conference

August 16, 2017 – Chicopee, MA “The Whole Family Advisor” hosted by Oppenheimer Funds at MassMutual Trust

September 18 – October 2, 2017 – Jury Duty at home!

October 11, 2017 – Birmingham, MI “The Whole Family Advisor” hosted by Oppenheimer Funds at Merrill Lynch

October 19, 2017 – Vero Beach, FL “Advising Clients Through the Obstacles and Opportunities of Family Wealth” at the 7th Annual Joint Symposium on Charitable Giving and Estate Planning hosted by Indian River Community Foundation and the United Way Foundation of Indian River

October 25-27, 2017 – Chicago, IL “The Live Wire of Wealthism” at Family Firm Institute’s Annual Conference

November 15, 2017 – New York, NY “The Whole Family Advisor” hosted by Oppenheimer Funds at Fiduciary Trust Company International

March 8. 2018 – Louisville, KY Client Event hosted by Stockyards Bank and Trust

March 27, 2018 – Austin, TX Women’s Lunch hosted by Venturi Wealth Management

July 25-27, 2018 – Denver, CO “How Can Advisors Make Family Meetings with Teens and Young Adults More Meaningful and Effective?” at the Purposeful Planning Institute’s Annual Rendezvous Conference

September 2, 2018 – Washing D.C. Client Event with Fortiter Wealth Management