Where You’ve Seen Us
-
Wealth@Wor(k) Conference 2024
October 2024, San Antonio, TX
Panelist, The Fee Compression Conundrum
-
July 2024: NAPA Fly-In Delegate
-
Wealth@Wor(k) Conference 2023
October 2023, Washington, D.C.
Steering Committee & Speaker, Make State Mandated Retirement Plans a Business Opportunity For You
-
Endeavor Retirement Reimagining Retirement Webinar Series
June 2023, Virtual
Panelist, Sales Strategies, Is Social Media Marketing a Distraction or an Opportunity?
-
2023 NAPA 401(k) Summit 2023
April 2023, San Diego, CA
Panelist, “Family” Feuding: Gauging Plan Sponsor Perspectives
Two panels of leading advisors – one from major aggregators, the other from wirehouses/independents - will try to match their perspectives with that of plan sponsors on a series of key plan design issues and priorities.
-
Wealth@wor(k) Conference 2022
October 2022, Las Vegas, NV
Panelist, WIPN Presents their 2022 Industry Research Results
-
DC SHRM (Society for Human Resource Management) Conference - 2022
October 2022, Washington, DC
Speaker, Intentionally Embedding DEAI in Your Organizations Retirement Plan
-
NAPA/NTSA ERISA 403(b) Advisor Conference
-
Employee Benefits Research Institute (EBRI) Panel Discussion
September 2022, Virtual
Panelist, (How) Did The COVID-19 Pandemic Impact Older Americans Retirement Finances & Expectations?
-
Broadridge Fi360 Solutions Conference
May 2022 , Austin, TX
Speaker, Designing Retirement Plans for Diverse Populations
-
PlanAdviser Magazine
-
LPL Retirement Partners Annual Conference (RPAC)
November 2020 (Virtual)
Panelist, ADAPT. INNOVATE. ACCELERATE.
-
American Funds Women's Defined Contribution Leaders Forum
October 2020 (Virtual)
Panelist, Best Retirement Plan Practices
-
Women In Defense Conference