Events and Other Excitement

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 AdvisorĀ®️ 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