Public Seminars for the 2020-21 Season have been canceled due to COVID-19 conditions.
Past and future public seminars are listed on my Facebook Events page.
To discuss or schedule a group presentation on the following topics, or another you have a particular interest in, please contact us. A group presentation is for 1 or more attendees and takes place via videoconference. There is no charge to attend seminars.
| Title |
Level |
Audience |
| Life in Business |
Intermediate |
Business or professional practice |
| Managing Market Volatility |
Intermediate |
Investors |
| Tax Diversify to Protect Your Retirement Income |
Intermediate |
Retirement investors |
| Planning for the Business Owner |
Intermediate |
Business owners |
| The Art of Long-Term Care Planning |
Intermediate |
Retirement investors |
| Estate Planning Mistakes, Solutions and Strategies |
Advanced |
Investors |
