Speaking Events
Past Presentations
- Natick Town Employees: Estate Planning and Special Needs Planning
- Sudbury Senior Center: Estate Planning – Update on Recent Changes in the Law
- Mass. Chapter of NAELA Panel: Health Care Decisions
- Sunrise Assisted Living: Planning for your Future
- Weston COA and Weston PTO: Our Parents-Aging, Planning, and Options
- Weston Council on Aging and Parmenter Visiting Nursing Services: On Our Own Terms: Bill Moyers on Dying
- Weston Council on Aging: Planning For Your Future
- Lincoln Council on Aging: Planning For Your Future
- Wells Fargo, Financial Planning Seminar: Estate Planning: Documents, Taxes, Probate and Long Term Care Planning
- Weston Children’s and Parent’s Association: Planing for your Parents’ Aging
- Emerson Hospital-Parkinson’s Support Group: Estate Planning and Probate
- Temple B’Nai Torah, Sudbury, MA: Planning for your Future and for your Parents’ Future
- Wayland Council on Aging: Planning for your Future
- Northeastern University, MBA Program Financial Planning Course: Estate Planning Issues
- The Village Bank, Newton, MA: Planning for Incapacity
- Emerson Hospital-Parkinson’s Support Group: Impact of the Deficit Reduction Act
- A. G. Edwards, Financial Planning Seminar: Estate Planning: Documents, Taxes, Probate and Long Term Care Planning
- Wayland Council on Aging: MassHealth Long Term Care Benefits- Recent Changes
- Weston Council on Aging: Preparing for Care at Home
- Massachusetts Institute of Technology: Updating Your Estate Plan- Emma Rogers Society Insider Series
- Society of Financial Service Professionals Harris Plaisted Conference: Special Needs Planning
- A. G. Edwards, Financial Planning Seminar: Estate Planning Basics
- A. G. Edwards, Financial Planning Seminar: Estate Planning: Documents, Taxes, Probate and Long Term Care Planning
- Weston Council on Aging: Estate Planning Update
- Massachusetts Chapter of the National Academy of Elder Law Attorneys: Tax Exemptions, Deferrals and Credits
