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Speaking & Workshop Engagements

 

Coaching & Consulting Engagements

Our lively keynotes will make a great addition to your next conference, and our workshops mix fun with the challenge to think in new ways. Topics include:

icon-warningOn The Road To Practical Wisdom

icon-warningBecoming A More Effective Beneficiary | Trustee

icon-warningTechnical Trustee or Deeply Trusted Advisor?

icon-warningLessons Learned From The Positive Story Project

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I work side by side with beneficiaries, trustees, and their advisors on the issues that matter most.

icon-warningFamily Trustscape Meetings™

icon-warningBeneficiary Preparation

icon-warningPreparation for Your Next Beneficiary/Trustee Meeting

icon-warningThe Navigating Your Next Five Years System™

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