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
Sharing
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 Bernstein Private Wealth Management.
March 25, 2025. Guest on The Get Ready Money Podcast hosted by Tony Steuer.
April-May 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: Practical Tips to Serve These Women webinar hosted by Thrivent Financial.