Keynotes, Seminars, and Presentations

Keynotes

Keynote speech, coaching conference, Guadalajara, Mexico.

Seminars

MORE FOR YOU, THE CAUSES YOU CARE ABOUT, AND LESS FOR THE TAX MAN, Crossroads Fund, Fall 2005 Workshop Series, September 10, 2005.

Presentations

Moderator, Panel on Socially Responsible Investing, Fall Conference 2005, International Association of Advisors in Philanthropy.

Global Review, speaker, January 22, 2004.

Panelist, "Integrating philanthropic planning into your advisor practice" at SRI in the Rockies, October 18, 2003.

Presenter, "Ethics for Estate Planners" as part of Covering the Field, an ISBA Agricultural Law Section seminar, April 25, 2003.

Co-presenter, “The Effective Donor: 3 Integrated Steps to Achieving Happy Charitable Clients” with Lisa Tracy, Philanthropy Consultant, National Association of Philanthropic Planners, Annual Conference, May 1, 2003.

 

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Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. and Zimmerman and Armstrong Inv. Advisors. Both Registered Investment Advisers. Zimmerman and Armstrong Inv. Advisors is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.