World President's Organization (NYC)

Illinois CPAs

Private Investors Institute (NYC)

Massachusetts CPAs

National Council of Employee Benefit Administrators (Boston)

New York Society of CPAs

National LIMRA Conference (Boston)

Ohio Society of CPAs

National Association of Fee Based Financial Planners (Stamford & Tampa)

Rhode Island CPAs

National Association of Tax Practitioners Washington CPAs

New York State Banker's Association
(Marketing and Estate Planning Seminars)

San Francisco CPA/Bar Alliance

National AICPA Personal Financial Planning Conference

Tri-State LINC CPA Society

National Conference of CPA Practitioners

New York Bar Association

New York State Society of CPAs Personal Financial Planning Conference (1995, 1996)

Florida Bar Association

NAPFA - Advanced Planners Conference (Williamsburg, VA)

Cleveland Clinic Donors

Institute of Certified Financial Planners (NYC)

Sacred Heart University Alumni

International Association of Financial Planners

Merrimac College Alumni

National Fortress Conference (Dallas)

Hofstra University Alumni

American Association of Retired Persons

Syracuse University Alumni

American Association of Independent Investors

Holy Cross College Donors

Connecticut Estate and Gift Tax Council

Bridgeport Hospital Medical Staff

Connecticut Society of CLUs

Various Rotary and Jaycees Events

CPAs in Industry Society (Ohio)

Several Fortune 500 Companies

Financial Executives Institute (NJ)

Florida Bar (Business Section)

Long Island Federation of Women's Clubs

New York CPA Network (NYC)

California CPAs

Florida CPAs

Colorado CPAs

Denver CPAs

Los Angeles CPAs - October 1996

San Francisco CPAs - October 1996

New Jersey State CPA Society Seminar 1996, 1997

Chicago CPAs - November 1996

Million Dollar Round Table Conference - June 1997

New York Society of CPAs PFP Seminar - June 1997

Hawaii Tax Institute - October 1997

New York City Bar - June 1997

American Bar Association - August 1997, 1998

Washington County Hospital Association

Nevada Estate Planning Council

National AICPA PFP Technical Conference - 1999

Estate Planning Councils: Hartford, Westchester, Rockland, Miami

Institute for Private Investors (NYC 2001)

Maryland Bar Association

Long Island Bar Association (2001)

Bank Administration Institute (BAI) - March 2002

Naples, Florida Estate Planning Council - March 2002

President Bush Inaugural Dinner Sponsored by
Salomon Smith Barney

Fairfield County Connecticut Estate Planning Council -
October 15, 2002

The Planned Giving Council of Central Florida -
September 19, 2002

AIG Advanced Planning Seminars LI, NYC, NJ,

Westchester County - February/March 2003

NY State CPA's Estate Administration Conference NYC -
May 22, 2003

NY CPA's Closely-Held Group - June 26, 2003

NYC Trusts & Estates Magazine Conference -
October 20, 2003

UNCW Institute for Tax and Investment Planning –
November 4, 2003

Nevada Estate Planning Council – January, 27 2004

Southern California Estate Planning Council – March, 2004

Long Island Estate Planning Council – September, 2004

South Dakota Estate Planning Council – November, 2004

International Forum – January, 2005

Producers Group - February, 2005

Red River Estate Planning Council - February, 2005

AXA Advisors - March, 2005

NYU Tax Institute - July, 2005