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Continuing Education
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- NAPFA 2008 National Conference
- It's Not About the Money workshop - 2008
- SRI 2008 Southern Regional Meeting
- NAPFA 2007 National Conference
- SRI in the Rockies 2007 Conference
- Pride Planners 2007 National Conference
- SRI in the Rockies 2006 Conference
- NAPFA 2006 National Conference
- Kinder Institute – Seven Stages of Money Maturity workshop - 2006
- Soul of Money Institute – Soul of Money workshop – 2006
- H&R Block Income Tax Course - 2005
- Pride Planners 2005 National Conference
- NAPFA 2004 Northeast Conference
- Planning for Same-Sex Couples in a Changing World workshop - 2004
- NAPFA 2003 Basic Training Conference
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Community Outreach
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- Vounteer, NAPFA Consumer Education Foundation - www.yourmoneybus.com
- Committee Member, Planning Committee – SRI 2008 Regional Meeting
- Speaker, NAPFA University, ‘Who Am I as Communicator?”
- Speaker, Basic Training Conference, ‘Business Models and Fees’
- Speaker, Local organization, ‘Investing in the Stock Market versus Real Estate’
- Committee Member, NAPFA University – School of Communications and Counseling
- Committee Member, Planning Committee - Pride Planners 2007 Conference
- Volunteer, Kiplinger’s Personal Finance magazine and NAPFA, ‘Jumpstart Your College Savings Days’
- Volunteer, Kiplinger’s Personal Finance magazine and NAPFA, ‘Jumpstart Your Retirement Savings Days’
- Volunteer, NAPFA Consumer Education Foundation, Focus on Fiduciary Campaign
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| Press Citations |
- Innerchange, 'The 'I' in Comunity Investing', Sept/Oct and Nov/Dec 2007
- Money, ‘Unsolicited Advice’, July 2007
- Congressional Quarterly, 'A Cap Gains Free-for-All', May 28, 2007
- Investor’s Business Daily, ‘Plans Can Prevent Wedding-Bell Blues’, May 18, 2007
- Gerber Life Family Times, 'Two to One: Adjusting to a New, One-Parent Income Family', May 2006
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