
A Financial Planner’s Guide to Medicare

Answering Tough Client Questions

Applying the Power of Mindfulness in Financial Planning

Becoming an Active Listener Key Skills for Today’s Virtual World

Being Extraordinary Advising For Longevity

The Benefits of Building Diverse Advisory Teams

Contemporary Estate Planning Paradigms for Married Couples

Diversity, Equity and Inclusion in Finance How to Uncover the Diversity Dividend

The Diversity Quotient The Market Within Your Marketplace

Ethics CE CFP Board’s Revised Code and Standards

The F Word How To Turn your Fear into Fuel

The Fearless Girl Why We Need More Women CFP®s and Why They are so Hard to Get

How Artificial Intelligence Will Transform Wealth Management

How to make the most of your NAPFA membership

Investment Outlook: Coronavirus and Forward

Keynote – Behavioral Alpha The Why and How of Giving Advice that Sticks

Keynote – The November Elections and Implications for In

Linking Life Planning & Cash Flow Management

Loan Modification as a Tool to Avoid Foreclosure

Media Training 101 Become a media source by owning your expertise

Mental Fitness – How to grow three core mental muscles to thrive in challenging times

Reframing Retirement for Broader Appeal
