WHERE IN THE WORLD WAS ROD IN 2022?
2022 Spring Conference | Attorneys for Family Held Enterprises (invite only group) (AFHE) | Atlanta, GA
Topic: The Art of Creating Winning Transitions for Family Enterprises
Rendevous 2022 | Purposeful Planning Institute (PPI) | Denver, CO
Topic: Effectively Engaging NextGen
Thought Leader & Industry Innovator Webinar Series | Purposeful Planning Institute (PPI) | Webinar
Topic: Developing Leadership in the Rising Generations
2022 Fall Conference | Attorneys for Family Held Enterprises (AFHE) | Orlando, FL
Topic: Effective Transfer of Leadership in Family-Owned Enterprises
CGP Conference 2022 | National Association of Charitable Gift Planners (CGP) | Reno, NV
Topic: Multi-Generational Transformational Philanthropy: A Donor's Perspective of What Matters
Creating and Sustaining Intergenerational Wealth Advanced Planning Forum | Coastal Insurance Consulting, LLC | Tulsa, OK
Topic: Attracting and Retaining Higher Net Worth Clients
“Outstanding speaker, very engaging.
Loved the slides.”
Are you looking for a speaker, panelist, trainer, or workshop facilitator?
“I could’ve listened to Rod all day!”
““Great information and very engaging.”
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