Fidelity Presentation
Wyndham Hamilton Park Hotrel 175 Park Avenue, Florham Park, NJ, United StatesPresentation to Fidelity Advisors in NJ.
Alzheimer Advisor
Alzheimer Advisor Loading view.
Fidelity Presentation
Boston Harbor Hotel 70 Rowes Wharf, Boston, MA, United Statespresentation to Fidelity Advisors in Boston
Video Recording for Public TV
Vermont Public TV Manchester, VT, United Statesfilming of three segments to appear on Vermont Public TV.Done with Bill Schmidt from Berkshire Money Management
70th Birthday Party
Cape Cod Museum of Art Dennis, MA, United Statesparty with friends and family at CAPE COD MUSEUM OF ART
Viking Cruise
trip down the Danube with friends
Southern Wisconsin FPA
Unnamed Venue Madison, WI, United Statespresentation to regional FPA
NEAT Fair
Unnamed Venue Walton, NY, United Statesmeeting of Model Airplane fanatics
Passing the Torch
Unnamed Venue Baltimore, MD, United Statespresentation to clients of BWFA in Baltimore
Critical Conversations You Must Have With Your Family
What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 ( a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, […]
FPA Minn. Symposium
Unnamed Venue Minneapolis, United Statespresentation to regional FPA in Minn.