2011

• The TEAM Planning Approach to Living Long, Living Smarter

Presented for AARP

• Long Term Care and Estate Planning TEAM Approach 

Presented for Holy Family Church in Pasadena

•  Estate Tax 

Presented for the Society of California Accountants – Foothill Chapter

• Help Group Summit 2011

Participant

• Parkinson’s Symposium

Participant, Pasadena Senior Center

• Estate Planning Workshop

Presented for Mater Dolorosa Legacy Society

2010

• Elder Financial Abuse:  Warning Signs and Prevention Strategies 

Presented for Windsor Manor

• Limited Conservatorships for Persons with Developmental Disabilities

• Protecting Your Clients From Elder Abuse

• Supplemental Social Security Income (SSI) Workshop

• Estate Planning Basics Workshop
• Help Group Summit 2010

Participant