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
Alzheimer Advisor
Alzheimer Advisor Loading view.
The 21st Century Advisor
Feb. 24, 2016 “The 21st Century Advisor”. BKD Wealth Advisors, Springfield,MO
Working with Clients with Diminished Capacity
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, […]
Critical Conversations You Must Have With Your Family
September 27,2016 “Critical Conversations You Must Have With Your Family” Clients of BWFA, Baltimore, Maryland
Can We Talk?
Presentation to the clients of Baltimore Washington Financial Advisors
Fidelity Presentation
Gansevoort Hotel 420 Park AVenue South, New York, NY, United Statespresentation to Fidelity advisors in NYC