Public Speaking

Upcoming Speaking Events

Past Appearances

March 5th-6th 2024

Beverly Hills Super Summit 2024

JANUARY 30th, 2024

The Nest Egg Builder – Investing 101

JANUARY 23rd, 2024

Portfolio Summits – Arizona RIA Summit

OCTOBER 25, 2023

SOFA – Getting Fiscally Fit

SEPTEMBER 8, 2023

Private Investor Deal Flow Expo – Finding the Right Direct and Co-Investing Opportunities

AUGUST 23, 2023

Crestavilla – Seniors Transitioning from Aging in Place to Continued Care

APRIL 27, 2023

Brea Chamber of Commerce – Exit Planning

MARCH 8, 2023

Private Investor Summit – Private Investor Insights & Family Office Creation Best Practices

FEBRUARY 13, 2023

Society for Financial Awareness – Tax Planning Workshop

JANUARY 19, 2023

Portfolio Summits–Los Angeles RIA Summit – Technology Solutions and Practice Management Roundtable

NOVEMBER 17 & 18, 2022

NAWRB Symposium – Family Offices, Capital Opportunities

NOVEMBER 4, 2022

Brea Chamber of Commerce – Women Rising Leadership Academy Panel

Public Speaking