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- 53rd Annual Heckerling Institute of Esta
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- FPA DFW Annual Conference May 16, 2018
- 2018 NAPFA Spring Conference May 17, 201
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- Ed Slott's Elite IRA Advisor Group Confe
- ABA/RPTE Webinar: Life Insurance & Annui
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- 50th Annual Heckerling Institute on Esta
- Notre Dame Tax Institute, September 18,
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- Heckerling January 13-18, 2013
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- IDA Conference 09/17/2012
- FPA Chapter Meeting, 09/06/2012
- Fi360 Annual Conference 4/26/2012
- January 9-13 2012, Heckerling Institute