| Best Zero Tax Planning Tools Workshop | San Diego Tax and Estate Planning Forum | San Diego, CA |
| Simplifying Complex Estate Planning | San Diego Tax and Estate Planning Forum | San Diego, CA |
| How to Select and Present the Best Wealth Planning Tools for Your Client | Best Practices Symposium | San Diego, CA |
| Representing Beneficiaries and Fiduciaries. | ALI-ABA | San Francisco |
| Best Practices Digest | Pacific Life producers | Newport Beach, CA |
| Customizing Deliverables at vBlueprint.com | LFG Family Office Services | Redlands, CA |
| Captives/QMC/Inter-generataionl Planning | American Benefits Institute | Irvine, CA |
| Best Practices Digest | Advanced Planning Services | Austin, TX |
| Conducting Professional Education Classes | LFG Family Office Services | Redlands, CA |
| Funding Dreams with Tax Savings | Saddleback Hospital | Irvine, CA |
| Custom Presentation Materials | LFG Family Office Services | Redlands, CA |
| Peacemaking as an attorney | Saddleback Church | Lake Forest, CA |
| Best Zero Tax Planning Tools | Planned Giving Roundtable - OC | Irvine, CA |
| Preparing Heirs to Resolve Conflicts | Kingdom Advisors, Feb 5-7, 2008 | Atlanta, GA |
| Optimized Plan Case Study | South OC Estate Planning Council | Laguna Hills, CA |
| Best Tools Workshop | American Benefits Institute | Orlando, FL |
| Best Practice Workshop | American Benefits Institute | Orlando, FL |
| Best Zero Tax Planning Tools | CSATP Wine Country Symposium | Temecula |
| Zero Tax Planning | San Diego Tax and Estate Planning Forum | San Diego, CA |
| Best Practices Digest | Pacific Life Producers | Newport Beach, CA |
| Wealth Optimization | Long Beach Estate Planning Council | Long Beach, CA |
| Resolving Conflicts Among Advisers and Clients Regarding Wealth | Christian Financial Planners Network | Atlanta, GA |
| Best Tools Workshop: The 30 Best Zero-Tax Planning Tools | Family Office Services | San Diego, CA |
| Resolving Conflicts Among Advisers and Clients Regarding Wealth | Christian Financial Planners Network | Irvine, CA |
| Using Technology to Customize the Family Office and Deliver a Personalized Experience | Family Office Management Conference | Coral Gables, FL |
| Building a Comprehensive Blueprint for an All-Encompassing Estate Plan | Family Office Management Conference | Coral Gables, FL |
| The Best Zero Tax Planning Tools | Southern California Tax & Estate Planning Forum | San Diego, CA |
| The Importance of Offering One-Stop Wealth Planning Services | Southern California Tax & Estate Planning Forum | San Diego, CA |
| The Best Wealth Transfer Tools for Clients | California Society of Certified Public Accountants | Irvine, CA |
| Planning for the Nouveau Riche | California Society of Certified Public Accountants | Irvine, CA |
| Wealth Transfer 101: How Relationship Decisions Affect 6,000,000 Technical Decisions | Family Office Forum | Chicago, IL |
| The 21st Century Role of the Donor’s Adviser | Planned Giving Roundtable Los Angeles | Los Angeles |
| Family Wealth Blueprint Client Seminar | Brown & Streza, LLP | Santa Ana, CA |
| Zero-Tax Planning Tools | Estate Planning and Trust Council of Long Beach | Long Beach, CA |
| The 21st Century Role of the Donor’s Adviser | Planned Giving Roundtable Orange County, CA | Irvine, CA |
| Zero Tax Planning | Planned Giving Roundtable Southern California | Los Angeles |
| Optimizing Portfolios with Exchange Traded Funds | Valmark School of Life | Nemacolin, PA |
| Wealth Blueprinting with Income Tax Strategies | Family Office Services | Irvine, CA |
| Advanced Planning Techniques for Physicians | Zebarth Advisers | Denver, OH |
| Serving the Affluent with Family Office Services | Valmark School of Life | Nemacolin, PA |
| Building a Multi-Disciplinary Practice | Business Builders Retreat | Akron, OH |
| Advanced Planning Techniques for CPAs | Cherry Hills Country Club | Denver, OH |
| A Proven 17-Step Case Planning Process | National Network Masters Program | Minneapolis, MN |
| Illustrating planning capabilities by presenting the appropriate deliverable | Valmark School of Life | &nbps; |
| Focusing on your unique ability by delegating technical work to a virtual back office and advanced sales department | Valmark School of Life | &nbps; |
| How successful advisors deliver more value to affluent clients | Valmark School of Life | &nbps; |
| Advanced Wealth Planning | Pinnacle Group | Akron, OH |
| Integrating Front-end and Back-end Planning Technology | ELAR conference | Las Vegas, NV |
| Best Practices in Philanthropic Planning | National Assoc. Philanthropic Planning | Albuquerque, New Mexico |
| Wealth Optimization Techniques | American Benefits Insitute | Reno, NV |
| Tactical Planning Techniques | Partners Conference in Chicago | Chicago |
| Advanced Income Tax Planning Technques | Partners Financial, School of Excellence | Austin, TX |
| A Proven Process for Serving High Net Worth Clients | Hemisphere annual conference | McClain, VA |
| Advanced Income Tax Planning Technques | Partners Financial, Austin, TX | Austin, TX |
| Global Wealth Planning | Global Financial Network, Bahamas | Bahamas |
| Best Practices of Successful Wealth Advisers | San Francisco Wealth Advisrs | San Francisco |
| Case Planning Institute | New York Wealth Advisers | New York |
| Best Practices of Successful Wealth Advisers | New York Wealth Advisers | New York |
| Wealth Strategies Team Meeting | National Financial Partners | Phoenix, AZ |
| Realizing Your Purpose with Advanced Planning Tools | National Assoc. Philanthropic Planning | Denver |
| Advanced Planning Tools - 25 Powerful Planning Instruments | Partners Financial, Chicago | Chicago |
| Advanced Planning Tools - 25 Powerful Planning Instruments | Chicago Wealth Advisers | Chicago |
| Developing a Capable Planning Team | Partners Financial, Houston | Houston |
| CaseWriter Masters Program | Private Consulting Group | Indianapolis |
