Recent Professional Presentations
- Money and its Mind Games: Women, Money and Power
Interactive Webinar presented by Collaborative WIM in Partnership with Schroders and hosted by CFA Society Oklahoma - Psychological Considerations with Philanthropy
Planned Giving Council - Client Centric Advising
Financial Advisors at a large RIA - Psychological Considerations Regarding Wealth, Inheritances and Your Family
Clients of a group of Financial Advisors - Women Money and Power
Rancho La Peurta - Psychological Considerations in Inheritance Planning
Rancho La Peurta - Crucial Conversations
6 session course to Financial Advisors at a major RIA - Dealing With Client's Emotions
Financial Advisors at a major RIA - Helping Children Understand Money and Wealth
Clients of a group of Financial Advisors - Setting Your Children Up for Success
Podcast - How to Have the Money Talk With children of Any Age
Clients of a large RIA - Raising Youth in an Affluent Environment
Clients of a large RIA - Writing a Family Mission Statement
Clients of a large RIA - Women Wealth and Giving
Planned Giving Council - Our New Normal is Anything But
Clients of a large RIA in response to COVID - Staying Sane While Staying Home
odcast in response to COVID - Just Because You Can Doesn't Mean You Should
Talk to parents at a private secondary school - Some Family Dynamics of Estate Planning
Talk to clients of a group of wealth managers - Psychological Considerations of Estate Planning
Talk to estate attorney?s and wealth advisors - Economic Crisis: A Dialogue of New Possibilities
Talk given to members of the St Louis Forum - Psychological Considerations Regarding Wealth and Your Family
Talk to clients of a wealth manager - The Psychology of Wealth
Talk to annual meeting of wealth advisors - Psychological Considerations Regarding Wealth, Inheritances and Your Family
Talk to clients of a wealth manager - Raising Privileged Children
Talk to clients of a wealth manager - Quest for Freedom and Independence
Presentation for parents at a private secondary school - Women, Money and Power Workshop
St. Louis Business Journal - The Importance of a Psychological Perspective Regarding Wealth
Talk to wealth managers - Numerous additional articles