Fall 2024: Planning for Impact in the Context of Family Wealth at The American College of Financial Services, Chartered Advisor in Philanthropy (CAP) graduate course

Out & About

October 2024: Working Well with Widows webinar hosted by Financial Experts Network

December 2024: Open to Hope video podcast interview

February 14, 2025: Moving Forward on Your Own: Empowering Widows Financially--an inspiring event for widows, wives, and friends. Hosted by the Florida Wildlife Corridor Foundation and sponsored by AllianceBernstein

January 2025: Planning for Impact in the Context of Family Wealth at The American College of Financial Services, Chartered Advisor in Philanthropy (CAP) graduate course