Events and Other Excitement

July 31 – August 3, 2023 – Purposeful Planning Institute’s Rendezvous Conference

July 12 – 13, 2023 – Onsite Family Meeting in New York

May 13, 2023 – Pitcairn RisingGen Cohort Kickoff Weekend

April 19, 2023 – Whole Family Advisor Quarterly Seminar (Q2): Sparking Connection with Disengaged Clients

March 1 – 2, 2023 – Dynasty Financial Partners Onsite Whole Family Advisor Training Program

February 1, 2023 – Whole Family Advisor Quarterly Seminar (Q1): Sparking a First Generation+ Mindset in the RisingGen

January 26, 2023 – Dynasty Financial Partners Onsite Whole Family Advisor Training Program

November 16, 2022 – Whole Family Advisor Quarterly Seminar (Q4): 3 Ways to Connect With Your Client-Families at Year-End

November 12, 2022 – Legacy Capitals RisingGen Cohort Kickoff Weekend

November 5, 2022 – Fidelity RisingGen Cohort Kickoff Weekend

October 27, 2022 – 2022 MOSAIC Private Wealth Management Conference

September 20, 2022 – The No Number’s Money Talk Webinar Sponsored by Venturi Wealth Management

July 19 – 21, 2022 – Purposeful Planning Institute’s Rendezvous Conference

June 8, 2022 – Pitcairn Client Event

May 20, 2022 – RisingGen Cohort Kickoff Weekend

March 27, 2022 – Q1 RisingGen Cohort Alumni Call: Common RisingGen Tangles

January 26, 2022 – Dynasty Financial Partners Advisor Training Program

January 12, 2022 – Dynasty Financial Partners Advisor Training Program

December 15, 2021 – Dynasty Financial Partners Advisor Training Program

December 1, 2021 – Dynasty Financial Partners Advisor Training Program

November 5, 2021 – RisingGen Cohort Kickoff Weekend

November 3, 2021 – The No Number’s Money Talk Webinar Sponsored by Venturi Wealth Management

July 21-23, 2021 – Purposeful Planning Institute’s Virtual RendeZoom Conference

June 10, 2021 – Women & Wealth Managers Webinar (Pt. 1) Sponsored by Venturi Wealth Management

April 21, 2021 – Guest on Abigayle Ministries’ “Abby Tales” Podcast: Listen Here

April 14, 2021 – Guest on O’Connor Professional Group’s Podcast: Listen Here

December 4-5, 2020 – FuturePath RisingGen Cohort Kick-Off Event hosted by Fidelity

November 5, 2020 – Guest on Aspiriant’s “Money Tales” Podcast: Listen Here

November 2020 – Re-Launch of Legacy Capitals’ Virtual Whole Family Advisor®️ Courses

October 30-31, 2020 – Year Two RisingGen Cohort Kick-Off Event hosted by Fidelity

July 2020 – Purposeful Planning Institute’s Virtual RendeZoom Conference

March 2020 – Client Speaking Event hosted by Omnia Family Wealth in Miami, FL

December 5, 2019 – Whole Family Advisor Workshop in Denver, CO hosted by Invesco

November 14, 2019 – Whole Family Advisor Workshop in Seattle, WA hosted by Invesco

November 12, 2019 – Guest on “I’m a Millionaire! So, Now What?” Podcast: Listen Here

October 23-25, 2019 – Family Firm Institute’s Global Conference in Miami, FL

October 18-20, 2019 – RisingGen Cohort Kick-Off Event hosted by Fidelity

September 8, 2019 – Keynote Presentation given in Chicago, IL for Invesco advisor event

September 7, 2019 – Whole Family Advisor Workshop in Atlanta, GA hosted by Invesco

August 23, 2019 – Interviewed on the Podcast: I’m a Millionaire! So Now What?

July 23-25, 2019 – Purposeful Planning Institute’s Rendezvous Conference in Denver, CO

March 26, 2019 – Client Event in West Palm Beach, FL hosted by FineMark Bank

March 20, 2019 – Family Wealth Awards in New York City on behalf of Legacy Capitals, which was nominated for an award

February 27, 2019 – Client Event in Naples, FL hosted by FineMark Bank

February 26, 2019 – Client Event in Ft. Meyers, FL hosted by FineMark Bank