Seven Steps to Protect Yourself
September 27, 2015 “Seven Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Capacity” FPA Annual Conference, Boston, MA
September 27, 2015 “Seven Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Capacity” FPA Annual Conference, Boston, MA
Feb. 24, 2016 “The 21st Century Advisor”. BKD Wealth Advisors, Springfield,MO