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    Past Events

    April 2016

    Fidelity Presentation

    Presentation to Fidelity Advisors in NJ.

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    Fidelity Presentation

    presentation to Fidelity Advisors in Boston

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    May 2016

    Video Recording for Public TV

    filming of three segments to appear on Vermont Public TV.Done with Bill Schmidt from Berkshire Money Management

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    70th Birthday Party

    party with friends and family at CAPE COD MUSEUM OF ART

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    Viking Cruise

    trip down the Danube with friends

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    September 2016

    Southern Wisconsin FPA

    presentation to regional FPA

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    NEAT Fair

    meeting of Model Airplane fanatics

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    Passing the Torch

    presentation to clients of BWFA in Baltimore

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    Critical Conversations You Must Have With Your Family

    What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 ( a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk.

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    October 2016

    FPA Minn. Symposium

    presentation to regional FPA in Minn.

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