Previous Speaking engagements include:

• Carson Partners Summit
• Excell Conference
• Lockwood University
• Financial Experts Network Webinar
• SEI Investments Webinar
• Sourcemedia Executive Series
• Sourcemedia Women Advisors Summit
• Financial Planning magazine Series
• Financial Advisor magazine conference
• Loring Ward Conferences
• TradePMR Conference
• Securities America Conferences
• Cetera Top Advisor Conference
• fi360 Annual Conference
• Fidelity Inside Track
• Pershing Insite Conference
• TD Ameritrade LINC Conference
• Investment Advisors Association Meeting
• MMI Conference
• AICPA PFS Retreat
• Alliance of Comprehensive Planners (ACP) Conferences
• Barron's Top Women Advisors Conference
• Dimensional Fund Advisors Workshops and Marketing Summits
• Schwab Advisor Services Workshops and National Conference
• Transamerica Financial Services National Conference
• Investacorp National Conferences
• Garrett Planning Network Retreats
• Kinder Institute Retreats
• T3 Tech Conferences
• Bob Veres Insider's Forum
• Investment News' Women Advisor Days

Host of:

• Swift Chat video and podcast interview series
• NAPFA's Mindset Mastery podcast series
• NAPFA's Playbook practice management virtual training series

Articles and expert comments published by:

Forbes.com, MarketWatch.com, Barron’s, Wall Street Journal, Executive Roundtable Journal, NAPFA Advisor magazine, MorningstarAdvisor.com, Horsesmouth.com, Financial Planning magazine, Financial Advisor magazine, On Wall Street magazine, Research magazine, RIABiz.com, RIA Intel, Advisor Perspectives and ThinkAdvisor.com, Advisor magazine, On Wall Street magazine, Research magazine, RIABiz.com, RIA Intel, Advisor Perspectives and ThinkAdvisor.com.

Currently serving as the Managing Editor for and is a frequent contributor to the Executive Roundtable Journal.

Mastermind and Creator of:

• Advisor Thought Leader Summit
• Morningstar's Social/Digital Hub
• NAPFAs Playbook Series and Mindset Mastery Series
• PR Mastermind
• Twitter Live with FPA Thought Leaders
• Social Media Boot Camps for FPA and NAPFA
• PR Mastermind programs developed for Securities America, Cetera and Loring Ward
• Interactive coaching stations at TD Ameritrade conferences
• Experiential video and/or podcast stations at Morningstar, ACP, T3 and Loring Ward conferences