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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
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May - July, 2025. Planning for Impact in the Context of Family Wealth at The American College of Financial Services, Chartered Advisor in Philanthropy (CAP) graduate course.
May 6, 2025. Working Well with Widows webinar hosted by Thrivent Financial.
July 29, 20025. Guest on The Get Ready Money Podcast hosted by Tony Steuer.
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