Recent Speaking Engagements 

• Fall 2009 - ASWA - Rocky Mountain Area Conference
• Fall 2009 - MGMA Annual Conference - Litigation Risk Management for Physicians - Reducing Vulnerabilities & Impact
• Fall 2009 - MGMA Annual Conference - Exit Planning and Physicians - What Pracitice CFOs Need to Know
• Summer 2009 – Wells Fargo – The New Normal – Wealth Management Issues and Answers for CPAs – Estate Planning & Future Trends
• Summer 2009 – Parker Adventist Hospital - Litigation Risk Management for Physicians
• Spring 2009 – Bank of the West Business Succession Planning
• Spring 2009 - San Luis Valley Hospital - Litigation Risk Management for Physicians
• Winter 2009 - Wells Fargo - The New Normal - Wealth Management Issues and Answers for CPAs - Estate Planning & Future Trends
• Fall 2008 – Colorado Women’s Associates of Financial Consultants Area Conference – Women-Focused Asset Protection
• Summer 2008 – Wealth Counsel – National Conference – Asset Protection Planning for Physicians

Merrill Lynch Lunch & Learns

• Fall 2009 –Probate in Colorado
• Summer 2009 – Planning for Special Needs Beneficiaries
• Summer 2009 - Planning for IRAs and Qualified Plans
• Summer 2009 –Basic Estate Planning
• Fall 2008 –Women’s Financial Advisor Regional Symposium – Estate Planning with Successful Women

RBC Wealth Management Lunch & Learns

• Winter 2010 - Basic Estate Planning
• Fall 2009 - Litigation Risk Management for Physicians
• Summer 2009 – Basic Estate Planning
• Fall 2008 –Investor University – Asset Integration