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