A Sample of Recent Speaking Events

Implementing a Planned Giving Program: Presented to members of the Planned Giving Council of Central MA and Women in Development at Anna Maria College

Comprehensive Wealth Management: Presented to Andersen Windows New England Regional Sales Team

Speaking Topics

  • Managing Concentrated Stock
  • Exercising Stock Options
  • Restricted Stock and RSUs
  • Non-Qualified Deferred Compensation Plans
  • Executive Benefits Strategies 101
  • Advanced Executive Benefits Strategies
  • Retirement Planning
  • Comprehensive Wealth Management
  • Portfolio Distribution Plans for Life