The Mechanics Bank
- Family Money: Disruption, Resolution and Unity
Marin Community Foundation and Resourceful Women
- Money and Family Event: Exploring the Financial and Emotional Issues of Affluent Families
The Chase Manhattan Bank:
- Opportunities in the Real Economy
Northern Trust and Silicon Valley Planned Giving Council:
- Money Meaning and Philanthropy: How to Talk About Money So People Will Make Meaningful Gifts
Northern Trust
- How Money Issues Affect Relationships
Marin Estate Planning Seminar
- Thinking About Money: Saving, Spending and Sharing
JP Morgan Private Bank
- The Impact of Money on Relationships: Challenges and Opportunities
Salomon Smith Barney
- The Choices and Challenges of Wealth: Balancing Personal, Financial and Philanthropic Goals
- Managing Your Wealth and Your Children’s Perspectives
Institute for International Research) Wealth Management Series
- Sudden Wealth Syndrome: What it Can Mean for You and Your Clients
Institute of Noetic Sciences
- New Money, New Philanthropy
Citigroup Private Bank
- Leadership, Stewardship, Relationship: Psychological Challenges of Wealth
East Bay Community Foundation
- Talking with Your Clients about Charitable Giving
Jewish Community Endowment Fund – 5th Annual Tax and estate Planning Seminar
- Are You Listening? New Approaches to Advisor-Client Relations; Expanding the Advisors Role
Wealth Planning Institute
- Developing Money Values
Jewish Community Federation
- Creating Lasting Values for your Family
Social Venture Partners (SVP)
- Money and Relationships
SV2 Silicon Valley
- Raising Children in an Age of Affluence
USF Family Business Seminar:
- Achieving Lifestyle Balance in an Age of Affluence
Harris Bank (luncheon to private group)
Citigroup Private Bank
- Self, Family, Society: The human dimension of wealth
SunTrust Bank
- Expanding the Advisors Role with High Net Worth Clients
First Republic Bank
- Wealth and Life Planning for High Net Worth Clients: Expanding the Advisors Role
Asset Management Advisors
- Effective Money Communication
Litman/Gregory Asset Management
- Children and Money
YPO Young Presidents Organization (SF)
- Money and Children
Merrill Lynch
- Creating Lasting Values for your Family
- The Choices and Challenges of Wealth: Balancing Personal, Professional, and Philanthropic Goals
FPA Financial Planning Association
- Financial Planner as Family Facilitator
Northern California Planned Giving Association
- Life and Legacy Planning – How to talk about Money so People will Listen and make Meaningful Gifts
First Republic Bank
- Expanding the Advisors Role Workshop
Wells Fargo Bank
- Advisor training on the psychology of wealth-holders
Neuberger Berman
- Planning Effective Family Meetings
Jewish Funders Network
- Creating Lasting Values for your family
Citigroup
- Family and the Quest for Meaning in Uncertain Times
SunTrust Bank
- Ethics: From Corporate America to the Family (Women’s conference)
Neuberger Berman
- Holding Family Meetings about children and money
Tides Foundation
- Philanthropy: Values Based Approach
Financial Planning Association – California
- Life and Wealth Planning
Tax & Financial Group
- Preserving Family Relationships and Family Wealth
Merrill Lynch
- Preserving Family Relationships and Family Wealth
SunTrust Bank
- AMA Women’s Conference
Saybrook Institute
- Psychology of Money and Wealth: How to work with individuals, couples, and families of issues of money, inheritance and family business succession.
Citigroup Trust
- Family Meetings – Integrated Wealth Planning
Merrill Lynch
- Soft Skills Financial Mentoring Program
Wells Fargo Private Bank
- Preserving Family and Finances: Connecting the Generations
- UBS National Women’s Leadership Conference
Wilmington Trust
- Talking to the generations about wealth
Texas Family Office Network
- Raising Children in Affluent Families
Reich and Walner
- Best Practices for a Happy Family