Barron's Speaking Engagement | Feb 2018
"Lessons in Leadership: The Biggest Mistakes We've Made"
SIFMA Speaking Engagement | Fall 2016
"Protecting Your Senior Clients: Prevention, Identification and Action"
Barron's IMCA Why Professional Credentialing | 2015
On Wall Street | September 2, 2014
Break the Silence: Getting Clients to Discuss Inheritance
Wall Street Journal | November 21, 2013
Advisers Say Many Clients Unrealistic About Retirement