WHERE IN THE WORLD ARE ROD AND LORI?
2025 Gulf Coast Community Foundation Donor Appreciation Dinner
2025 NAPFA Spring Conference | Topic: Outcome-Driven Planning and Collaboration: It Starts and Ends with the Client's Desired Outcomes | Phoenix, AZ
RIA Circle Virtual Workshop Webinar | Topic: Beneficiary Well-Being Planning: Moving from ‘distribution’ focused to ‘beneficiary enhancement’ focused planning
2025 AIP (Advisors in Philanthropy) Webinar | Topic: Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning
2025 Western New York Planned Giving Consortium Webinar | Topic: The Most Effective Philanthropic Planning Begins & Ends with Your Donor's Values | New York
2024 VestGen Wealth Fall Partner Meeting (Hanlon) | Topic: Outcome-Driven Planning & Collaboration | Livonia, MI
Fall 2024 AFHE Conference | Topic: Effective Intergenerational Communication is Vital in the Business and within the Family: The Secret is in the P’s | Litchfield Park, AZ
2nd Annual RTS Tax Planning Summit 2024 | Topic: Connecting What Clients Value and Believe to The Structure of Their Plan | Tempe, AZ
2024 The FusionPower Conference, The Wealth Engineering Institute | Topic: Outcome-Driven Planning & Collaboration | Orlando, FL
2024 Hanlon Investment Management – Spring Partner Meeting | Topic: Outcome-Driven Planning & Collaboration | Livonia, MI
2024 Spring AFHE Conference | Topic: The 3 Key Components to Successful Family Enterprise Transitions (And it takes all 3) | Cincinnati, OH
2024 Abundance Collaborative | Topic: Outcome-Driven Planning and Collaboration: It Starts and Ends with The Client’s Desired Outcomes | Las Vegas, NV
2024 Western New York Planned Giving Consortium Webinar | Topic: Multi-Generational Transformational Philanthropy: A Donor’s Perspective of What Matters
2022 Spring Conference | Attorneys for Family Held Enterprises (invite only group) (AFHE) | Topic: The Art of Creating Winning Transitions for Family Enterprises | Atlanta, GA
2022 Purposeful Planning Institute Rendevous (PPI) | Topic: Effectively Engaging NextGen | Denver, CO
Thought Leader & Industry Innovator Webinar Series | Purposeful Planning Institute (PPI) | Topic: Developing Leadership in the Rising Generations | Webinar
2022 Fall Conference | Attorneys for Family Held Enterprises (AFHE) | Topic: Effective Transfer of Leadership in Family-Owned Enterprises | Orlando, FL
CGP Conference 2022 | National Association of Charitable Gift Planners (CGP) | Topic: Multi-Generational Transformational Philanthropy: A Donor's Perspective of What Matters | Reno, NV
Creating and Sustaining Intergenerational Wealth Advanced Planning Forum | Topic: Attracting and Retaining Higher Net Worth Clients | Coastal Insurance Consulting, LLC | Tulsa, OK
“Outstanding speaker, very engaging.
Loved the slides.”
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“I could’ve listened to Rod all day!”
““Great information and very engaging.”
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