| Charitable Lead Trusts: The Silver Lining in the Economic Storm Clouds |
Fidelity Charitable Services Training for Financial Advisors |
2009 |
| Estate Planning With Children In Mind |
Foundry United Methodist Church Planned Giving Seminar Series |
2009 |
| Do I Really Need Estate Planning? |
Foundry United Methodist Church Planned Giving Seminar Series |
2009 |
| Estate Planning 101 |
Foundry United Methodist Church Planned Giving Seminar Series |
2009 |
| Protecting Your Business: 5 Vital Tips for Saving Money, Taxes and Lowering Risk |
GLBT Economic Development Summit |
2009 |
| Just What the Doctor Ordered: Asset Protection and Wealth Preservation for Physicians |
Montgomery County Medical Society Sponsor's Dinner and Discussion |
2008 |
| Top Ten Estate Planning Issues in Twenty Minutes |
Breakfast with Dan - Financial Planning Series |
2003 |
| Top Ten Estate Planning Issues in Twenty Minutes |
Edward Jones Financial Advisors in-Service |
2003 |
| The Qualified Personal Residence Trust: Helping Your Client Gift Without Depleting Assets Under Management |
Merrill Lynch Financial Services - In-Service Training for Advisors |
2003 |
| Single and Looking... For a Good Financial and Estate Plan: Planning for Nontraditional Relationships |
Merrill Lynch Financial Services - In-Service Training for Advisors |
2002 |
| Maximizing the Value of Your Practice on Retirement, Disability of Death |
Ninth Annual Virginia Society of CPA's Personal Financial Planning Conference |
2002 |
| Single and Looking... For a Good Financial and Estate Plan: Planning for Nontraditional Relationships |
American Express Financial Advisors In-Service |
2001 |
| What To Do If They Haven't Said "I Do: - Planning for Singles and Unmarried Couples |
Eighth Annual Virginia Society of CPA's Personal Financial Planning Conference |
2001 |
| Trials and Tribulations of Fiduciaries: Ten Tips for Trustees |
Eighth Annual Virginia Society of CPA's Personal Financial Planning Conference |
2001 |
| Defining Professionals' Roles in the Changing Financial Services Landscape |
Old Dominion Estate Planning Seminar 1998 |
1998 |