We are happy to provide speakers for your event. If you are interested in requesting a speaker, please see our page Request a Speaker.

UPCOMING SPEAKING ENGAGEMENTS

• No speaking engagements are scheduled at this time.

SELECTED PAST SPEAKING ENGAGEMENTS

• 9/22/2011 – Private Presentation for the State of Colorado In-Service Day, “The Legal, Asset Protection and Tax Implications of Different Business Structures and Estate Planning Issues for Entrepreneurs.”
• 9/7/2011 – Public Workshop, “Getting Started–Starting a Business: Tax and Asset Protection Concerns,” Longmont, CO.  This free workshop is sponsored by the City of Longmont and is “for those who are thinking about starting a business.”
• 2/11 – Private Seminar, “Estate Planning in 2011,” on behalf of Edward Jones Financial Advisory, Longmont, CO
• 5/10 – Private Seminar (Expert Panel Roundtable), “Selling or Buying a Business,” on behalf of Citadel Advisory Group and UBS, Ft. Collins, CO
• 1/10 – Public Seminar, “Legal Pitfalls and How to Avoid Them:  Asset Protection and Tax Implications of Business Entity Choice,” on behalf of Morgan County Small Business Development Center, Ft. Morgan, CO
• 10/09 – Public Seminar, “Legal Pitfalls and How to Avoid Them:  Asset Protection and Tax Implications of Business Entity Choice,” on behalf of Morgan County Small Business Development Center, Ft. Morgan, CO
• 10/09 – Public Seminar, “Seniors and Law Enforcement Together:  Fiduciary Fraud Issues,” on behalf of S.A.L.T., Boulder, CO
• 5/09 – Private Seminar, “Selling Estate Planning Services,” developed in-house and delivered to attorneys at three local firms, Longmont, CO
• 2/09 – Public Seminar, “Business Structure Traps and Pitfalls and How to Avoid Them,” on behalf of Clearwind Business Attorneys (a related firm), Yuma, CO
• 10/08 – Private Seminar, “Business Entity Selection,” on behalf of Smith Barney Financial Advisory, Centennial, CO
• 9/08 – Public Seminar, “Business Structure Traps and Pitfalls and How to Avoid Them,” on behalf of Clearwind Business Attorneys (a related firm), Yuma, CO
• 6/08 – Public Seminar, “Selecting the Best Entity for a New Business,” on behalf of Clearwind Business Attorneys (a related firm), Yuma, CO
• 5/08 – Live Radio Appearance, “Estate Planning Q&A,” on behalf of KNEC FM Yuma, Yuma, CO
• 6/07 – Public Seminar, “Seniors and Law Enforcement Together:  Financial Fraud Issues,” on behalf of S.A.L.T., Longmont, CO
• 5/07 – Television Appearance: Senior Spotlight (July 2007 Episode), “Estate Planning Basics,” on behalf of RSVP of  Boulder County, Boulder, CO
• 4/07 – Public Seminar, “Seniors and Law Enforcement Together:  Financial Fraud Issues,” on behalf of S.A.L.T., Boulder, CO
• 3/07 – Public Seminar, “Seniors and Law Enforcement Together:  Financial Fraud Issues,” on behalf of S.A.L.T., Boulder, CO
• 9/06 – Private Seminar, “Asset Protection Structuring After Receiving a Large Inheritance,” on behalf of an LPL private wealth manager, Longmont, CO
• 5/06 – Private Seminar, “Section 42 Housing Entities—Compliance,” on behalf of Private Section 42 Owner, Broomfield, CO
• 2/06 – Private Seminar, “Section 42 Housing Entities—Compliance,” on behalf of Private Section 42 Owner, Broomfield, CO
• 11/05 – Private Seminar, “Section 42 Housing Entities—Compliance,” on behalf of Private Section 42 Owner, Broomfield, CO
• 9/05 – Public Seminar, “Smart Choices:  A Life Planning Workshop,” on behalf of Coldwell Banker Colorado, Longmont, CO
• 8/05 – Private Seminar, “Section 42 Housing Entities—Compliance,” on behalf of Private Section 42 Owner, Broomfield, CO
• 8/05 – Public Appearance, “Gapping the Generations—Estate Planning Q&A,” on behalf of Plan B Inc., Longmont, CO
• 5/05 – Private Seminar, “Section 42 Housing Entities—Compliance,” on behalf of Private Section 42 Owner, Broomfield, CO
• 4/05 – Public Seminar, “Trust Design for Estate Planning,” on behalf of Smith Barney Financial Advisory, Longmont, CO
• 4/05 – Live Television Appearance, “Estate Planning Q&A,” on behalf  of KUSA Denver News Chanel 9, Denver, CO
• 2/05 – Private Seminar, “Trust Design for Estate Planning,” on behalf of Smith Barney Financial Advisory, Longmont, CO