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Speaking Engagements
Asset Allocation Strategies in Volatile Markets
February 1, 2008
Presented for the NYSSCPA
Comprehensive Wealth Management vs. Financial Planning or Investment Advice
January 1, 2008
Presented at the 2008 AICPA Advanced Personal Financial Planning Conference
Passive Investment Management
March 1, 2007
Presented at the NYSSCPA Personal Financial Planning Conference
Robust Tech Overhaul Spurs Wealth Management Firm’s Growth
February 13, 2007
Presented at the 2007 Small Business Summit
Financial Literacy — It Must Be Your Priority
January 4, 2007
Presented at the 2007 AICPA Personal Financial Planning Conference
Structuring Settlements in a Matrimonial Matter
July 20, 2005
Foundations of Finance Workshop
January 3, 2007
Presented at the Federal Reserve Bank of New York, Foundations of Finance Workshop
Tax Planning in Divorce
January 2, 2007
Presented to Nassau County Bar Association’s Matrimonial Committee
Practice Management Panel
January 20, 2006
Presented at the 2006 Personal Financial Planning Conference
Asset Allocation
January 1, 2006
Presented to the High School of Economics, NYC
Active and Passive Management: Two Different Approaches to Investing
June 21, 2005
Presented at the 2005 Personal Financial Planning Conference
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