Prior Speeches
 

 

 

Media Resources

 

National Association of Personal Financial Advisors East Region Conference, Baltimore, MD

(September 6 - 9, 2012)

 

National Association of Personal Financial Advisors West Region Conference, Portland, OR (September 10 -12, 2012)

 

National Association of Personal Financial Advisors National Conference, Chicago, IL (May 8, 2012)

Financial Planning Association Business Solutions Conference, San Francisco, CA (March 4, 2012) 

National Association of Personal Financial Advisors, Dallas, TX (November 16 & 17, 2011)

National Association of Personal Financial Advisors, Brooklyn, NY (October 26 & 27, 2011)

National Association of Personal Financial Advisors National Conference, Salt Lake City, UT (May 19, 2011) 

Money Quotient Retreat, Suquamish, WA (November 8, 2010)

National Association of Personal Financial Advisors National Practice Management and Investment Conference, San Diego, CA (September 23, 2010)

Financial Planning Association NorCal Conference (June 3, 2010)

Pershing, Chicago, IL (May 10, 2010)

Pershing, New York, NY (May 5, 2010)

Raymond James National Conference, Nashville, TN (April 27, 2010)

Pershing, Dallas, TX (April 21, 2010)

American Bankers Association Wealth Management and Trust Conference, Phoenix, AR (March 8, 2010)

Financial Planning Association of Puget Sound Symposium: Critical Times, Critical Conversations,Seattle, WA (January 29, 2010)

Financial Planning Association Symposium, Chicago, IL (June 8, 2009)

 

Financial Planning Association Symposium, Dallas, TX (May 1, 2009)

 

Financial Planning Association Virtual Learning Center, Webinar (April 24, 2009)

 

Financial Planning Association National Conference, Boston, MA (October 4-7, 2008)

 

Financial Planning Association Regional Symposium, Chicago, IL (June 16, 2008)

 

Financial Planning Association Retreat, Ft. Lauderdale, FL (May 31 - June 4, 2008)

 

Financial Planning Association Regional Symposium, Chicago, IL (October 30, 2007)

 

Financial Planning Association National Conference, Seattle, WA (September 8-11, 2007)

 

Financial Planning Association Retreat, Galveston, TX (May 5-8, 2007)

 

National Association of Personal Financial Advisors South Region Conference, Westin La Cantera Resort, San Antonio, TX (November 2-4, 2006)

 

National Association of Personal Financial Advisors Northeast/Mid-Atlantic Region Conference, Marriott Bethesda North Hotel and Conference Center, Bethesda, MD (October 25-28, 2006)

 

National Association of Personal Financial Advisors West Region Conference, Portland Marriott Downtown, Portland, OR (September 14-17, 2006)

 

Financial Planning Association Retreat, Scottsdale, AZ (May 4-7, 2006)

 

Financial Planning Association34th Annual Northern California Conference, San Francisco, CA (April 3-4, 2006)

 

Financial Planning Association of San Diego and National Association Personal Financial Advisors Planner Resource Day, San Diego, CA (November 9, 2005)

 

Financial Planning Association Orange County Planner Resource Day, Orange County, CA (October 21, 2005)

 

National Association of Personal Financial Advisors Northeast/Mid-Atlantic Regional Conference, Seaport Hotel, Boston, MA (October 6-8, 2005)

 

Financial Planning Association of Oregon and Washington Fall Regional Retreat, Lincoln City, OR (September 23-24, 2005)

 

Financial Planning Association Regional Conference, Boston, MA (May 6, 2005)

 

Financial Planning Association Virtual Seminar (December 8, 2004)

 

Financial Planning Association Oakbrook Council, Chicago, IL (November 17, 2004)

 

National Association of Personal Financial Advisors Northeast/Mid-Atlantic Region Conference, Mystic, CT (October 21, 2004)

Keynote speech and breakout session

 

Financial Planning Association Silicon Valley Retreat: Fifteenth Annual Far West Roundup, Santa Cruz, CA (August 13, 2004)

 

International Coach Federation Annual Conference, Denver, CO (November 12, 2003)

 

King County Bar Association, Seattle WA (September 2003)

 

Financial Planning Association Retreat, Traverse City, MI (July 26, 2003)

 

National Association of Personal Financial Advisors Western Region Conference, Santa Fe, NM (September 20-21, 2002)

            Workshop and speech

 

National Association of Philanthropic Planners Conference, Cincinnati, OH (May 4, 2002)

 

National Association of Personal Financial Advisors Western Region Conference, Maui, HI (November 17-18, 2001)

            Workshop and speech

 

Financial Planning Association Fall Retreat for Mid-Oregon & Southwest Washington Chapters, Eugene, OR (October 6-8, 2000)

 

National Association of Personal Financial Advisors Advanced Planners Conference, Keystone, CO (August 13-14, 1999)

 

Nazrudin Project, La Conner, WA (March 8, 1997)

 

 

Member: Academy for Professional Speaking

 

 

Media Resources

 

 

 

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