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Latest Past Events

The Growing Fraud Crisis: Prevention and Protection for your Business

I’m happy to announce an important event coming up on November 18th at 11:45 am Pacific. It’s a free, Lunch & Learn-style Zoom event to help you dramatically improve your ability to protect your money and profits from fraud. I’m part of a panel of experts discussing the growing concern of fraud in business. Joining me […]

Long-Term Care Solutions: Affirming Financial Security Through Life

Join Dan Weedin and David Roefer for a discussion and solutions around the rapidly growing concern around Long-Term Care. We are living longer due to medical advances, enhanced technology, improved education, and better health habits. Unfortunately, that doesn't always mean we don't require help. This help might mean at-home health care, assisted living, memory care, […]