| Trend Focus: Are Annuities Gaining Ground on Life Insurance |
IIR's 5th Annual Event: Alternative Investing Through Life Insurance and Annuities |
2007 |
| Estate Planning Opportunities with Private Placement Life Insurance |
Texas Bar Continuing Legal Education Conference Advanced Estate Planning and Probate Course |
2006 |
| Life Insurance and Annuity Basics: Product, Tax and Regulatory Issues |
IIR's 4th Annual Event: Hedge Fund Investing |
2006 |
| Life Insurance and Annuity Basics: Product, Tax and Regulatory Issues |
IBC’s 3rd Annual National Event: Hedge Fund Investing through Life Insurance and Annuities |
2005 |
| Back to Basics: Revisit the Fundamentals and Convergence of Hedge Funds, PPLI & Annuities |
FRA’s 3rd Annual Event: Insurance & Annuity-Based Hedge Fund Investing Forum |
2005 |
| Nuts and Bolts of Estate Planning and Probate |
Advanced Estate Planning and Probate Course, State Bar of Texas |
2004 |
| Estate and Disability Planning: The Basics |
Business & Professional Women’s Organization – Austin/Capitol City Chapter |
2002 |
| Basic Estate Administration for the Texas Paralegal |
National Business Institute’s Institute for Paralegal Education |
2001 |
| Tax, Fiduciary, and Other Issues Regarding Financial Powers of Attorney |
Advanced Trust School, Texas Bankers Association |
2000 |