| 09/14/2010 | FPA of Central Ohio Chapter Symposium - Financial Plan Design & Asset Protection |
| 05/07/2010 | FPA of Central Virginia - Murder Mystery 2 |
| 05/04/2010 | FPA of Charlotte - Code of Ethics and Professional Responsibility |
| 03/29/2010 | Homrich & Berg, Inc. - Code of Ethics and Professional Responsibility |
| 01/20/2010 | Tallahasse, FL CE Seminar - with FPA / TCC Open House |
| 01/07/2010 | Miami, FL Zahn CE Seminar - with Barry University Open House |
| 12/10/2009 | St. Petersburg, FL Zahn CE Seminar - with St. Pete College Open House |
| 09/25/2009 | FPA of Greater Cincinnati Chapter Symposium - Financial Plan Design |
| 09/24/2009 | FPA of Northeast Florida Chapter Symposium - Financial Plan Design |
| 08/08/2009 | Garrett Planning 2009 Annual Retreat - Murder Mystery 2 |
| 07/24/2009 | FPA of Nebraska - Financial Planning Design and Murder Mystery 2 |
| 04/23/2009 | FPA of Georgia - Murder Mystery 2 |
| 11/13/2008 | FPA of Philadelphia Tri-State Area - Murder Mystery 1 |
| 11/13/2007 | FPA of Miami-Dade - Financial Plan Design |
| 11/09/2007 | USAA (San Antonio) - Murder Mystery 1 |
| 08/24/2007 | FPA of Tampa Bay - Financial Plan Design |
| 05/10/2007 | SunTrust Financial Planning Academy - Financial Plan Design |
| 12/04/2006 | FPA of Northeast Florida Chapter Symposium - Murder Mystery 1 |
| 08/01/2006 | FPA National Meeting (Phoenix) - Murder Mystery 2 |