Speaking virtually for the Central New York Community Foundation at their Annual Professional Advisor Continuing Education Seminar on Thursday, October 30, 2025, on Family Wealth: A Hard Look at the “Soft” Issues.
Many groups now enjoy virtual access to speakers, without the outlay to reimburse travel expenses. If you are planning a virtual event, let’s hop on a call and explore whether I might be a good speaker for your event!
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2025, in Napa, CA.
Speaker on “Collaborative Wealth Building: Engaging the Next Generation” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025, on August 26-27th at the Parrish Art Museum in Southampton. Comprised of single and multi-family offices from the tri-state area, as well as the Hamptons, with focused networking opportunities and fireside chats with family office leaders.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum 2025, in Newport, RI.
Speaker on Mastering Money & Mindset: The Psychology of Wealth & Abundance at Elevate: The Women’s Summit on Wealth and Wellness, on June 4, 2025 at the historic Bronxville Women’s Club in Westchester County, NY.
Keynote speaker at Fostering Connection, Unity, and a Legacy of Generational Wealth — an invitation-only event designed for affluent individuals, business owners, and families who seek to preserve and grow their wealth across generations, hosted by HORAN Wealth, in Cincinnati, OH.
Keynote Speaker at the Greater Cincinnati Foundation luncheon, on What Top Advisors Know About Legacy, Loyalty & Philanthropy, in Cincinnati, OH.
Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Family Office & Private Wealth Management Forum West 2024, in Napa, CA.
Speaking for the Community Foundation of Greater Birmingham at their Donors event on the evening of Thursday, Sept. 26, and their Professional Advisors event on the morning of Friday, Sept. 27.
Keynote Speaker on ““FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES” ” on September 18, 2024 for the Blue Grass Community Foundation’s Philanthropy Summit in Lexington, KY.