September 2007
Western Pension & Benefits Conference – Silicon Valley
“Preparing for a Visit from the IRS or DOL”
January 2009
San Francisco Trial Lawyers Association
“Investment Solutions for Your Retirement Plan In a Tough Economy”
February 2009
Automotive Service Councils of California
(ASCCA – Chapter 20 Mt. Diablo)
“Answers to Your Financial Planning Questions”
July 2010
SIR’s $ums Investment Group – Bay Area Chapter
“A Roadmap to Reaching Your Goals”
September 2010
American Association of Individual Investors
(AAII – San Francisco Chapter)
“The Global Economy’s Impact on Your Investment Strategies”
March 2011
The Bar Association of San Francisco
“Benefits of Implementing a Qualified Retirement Plan for Law Firms”