October 2008
October 9: University of Washington
- TOPIC: Lecture
- VENUE: University of Washington, Seattle, WA
October 10: Proequities. Vancouver, Canada
- TOPIC: "The Faces of Wealth"
- VENUE: Vancouver, BC
- PRIVATE EVENT: Conference Attendees
October 25: Top of the Table" event / Million Dollar Round Table
- TOPIC: "The Middle-Class Millionaire"
- VENUE: Austin, TX
- PRIVATE EVENT: Conference Attendees
October 29: Pittsburgh Financial Planning Symposium, Pittsburgh, PA
- TOPIC: "The Demographics of the Luxury Market Customer"
- VENUE: Pittsburgh, PA
- PRIVATE EVENT: Conference Attendees
November 2008
November 6 : Sport Court Conference, Scottsdale, AZ
- TOPIC: "How to Sell to Recession-Proof Customers "
- VENUE: Scottsdale, AZ
- PRIVATE EVENT: Conference Attendees
January 2009
January 20 : Securian, St Paul, MN
- TOPIC: "How to Market to the HNW Client in any Economy"
- VENUE: Scottsdale, AZ
- PRIVATE EVENT: Conference Attendees
February 2009
February 21: Travellearning, New Orleans
- TOPIC: " How to Attract, Retain and Service the Discerning Traveller in any Economy."
- VENUE: New Orleans, LA
- PRIVATE EVENT: Conference Attendees