WHERE IN THE WORLD ARE ROD AND LORI?
2025 Wausau Estate Planners Symposium | Wausau, WI
2nd Annual Multigenerational Wealth Conference | Orlando, FL
2025 PPI’s Rendezvous | Topic: Rising Gen Up | Denver, CO
2025 Gulf Coast Community Foundation Continuing Education Event for Professsionals | Sarasota, FL
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
“Outstanding speaker, very engaging.
Loved the slides.”
Are you looking for a speaker, panelist, trainer, or workshop facilitator?
““Great information and very engaging.”
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“I could’ve listened to Rod all day!”
