We do a lot of speaking and we do it all over the world. We are subject matter experts. We moderate panels, engage audiences in dynamic keynote presentations, and conduct out-of-the-box workshops.
We speak for family retreats and conduct family education sessions. We facilitate family meetings. We speak at financial institutions and independent RIA regional meetings.
If you are having a family meeting and would like us to speak or to conduct an educational session, please Contact Us.
If you are an advisory firm, financial institution, or a conference company and you are looking for a keynote speaker, workshop leader, or educational forum resource, please Contact Us.
“Lisa’s charm is that she mixes very insightful comments with right-on-point actual examples which help listeners see both theory and practice simultaneously.” Jean L.P. Brunel, CFA, Editor of The Journal of Wealth Management, Trustee of the Research Foundation of the CFA Institute, and author of Integrated Wealth Management: The New Direction for Portfolio Managers, Second Edition.