Speaking

Upcoming Events

• February 15, 2012: Financial Planning Association of Orange County, CA, Quarterly Meeting, Keynote presentation: The Retirement Planning Puzzle: Retirement Planning for Financial Advisors.
• March 8, 2012, WIND South, Here Come the Boomers!
• May 17, 2012, Turner Free Library, Randolph, MA, The Couples Retirement Puzzle.

Past Events

• WIND North, Wilmington, MA, January 2012, Here Come the Boomers!
• American Society on Aging, San Francisco, 2011
• Discovering What's Next, Newton, MA. 2010, 2011
• Life Planning Network, New England, Weston, MA. 2011
• Margolis and Bloom, Esq. Lunch Seminar, Boston, MA., 2011
• Mt. Auburn Cemetery, Cambridge, MA. , 2011
• New Directions, The Life Portfolio Company, Boston, MA. 2011
• Northern California Life Planning Network, Oakland 2011
• Positive Aging Conference, St. Petersburg, Fl. 2009, Los Angeles, CA 2011
• Temple Beth Elohim, Wellesley, MA 2011
• Tribeca 92nd Street Y and the Transition Network, New York, 2011