Upcoming Speaking Events
Past Appearnces
JANUARY 30th, 2024
The Nest Egg Builder – Investing 101
JANUARY 23rd, 2024
Portfolio Summits – Arizona RIA Summit
OCTOBER 25, 2023
SOFA – Getting Fiscally Fit
SEPTEMBER 8, 2023
Private Investor Deal Flow Expo – Finding the Right Direct and Co-Investing Opportunities
AUGUST 23, 2023
Crestavilla – Seniors Transitioning from Aging in Place to Continued Care
APRIL 27, 2023
Brea Chamber of Commerce – Exit Planning
MARCH 8, 2023
Private Investor Summit – Private Investor Insights & Family Office Creation Best Practices
FEBRUARY 13, 2023
Society for Financial Awareness – Tax Planning Workshop
JANUARY 19, 2023
Portfolio Summits–Los Angeles RIA Summit – Technology Solutions and Practice Management Roundtable
NOVEMBER 17 & 18, 2022
NAWRB Symposium – Family Offices, Capital Opportunities
NOVEMBER 4, 2022
Brea Chamber of Commerce – Women Rising Leadership Academy Panel
