Client List- Speaking & Presentations

Organizations

FPA – National Financial Planning Association

NAIFA Arizona- Scottsdale, West Valley, Phoenix, East Valley

NAIFA – Washington State Convention, Arizona State Convention

NAIFA – National Annual Convention

WIFS – Valley of the Sun

AZ Women’s Entrepreneurial Bootcamp

Re/Max Top Producers

Society of Financial Service Professionals – Phoenix, AZ

John Hall Associates

Realty Executives Top Producers

Genworth Wealth Management Home office

Genworth Wealth Management Advisors (Colorado, California, Arizona)

Don Wilkinson & Associates

St. Ambrose University

2010 Women’s Day – Mountain Pointe High School

DECA – Mountain Pointe High School

Advanced Marketing Class – Mountain Pointe High School

Graduate School of Banking

TV & Radio

Regular on Channel 12 Mid Day on various financial planning topics

Channel 5 – Financial Plan for Hire and various interviews

KBS Radio

Webinars / Teleseminars

Monthly Marketing Webinars (200-300 advisors each month)

NAIFA National Monthly Webinar Series

Life & Annuity Masters Insurance Marketing

Interviews/Summits

NAIFA Podcast Series

Primary Host & Interviewer – 2011 Affluent Summit (AffluentSummit.com)

Primary Host & Interviewer – 2010 Financial Advisor’s Summit (FASummit.com)

Co-Host & Interviewer – 2009 Insurance Selling  Summit (InsuranceSellingSummit.com)

Self Improvement Summit

Where Women Prosper

The Seven Pillars of Success

2009 Real Estate Telesummit

Other

Member – National Speakers Association

Winner:  2008 Mega (International) Teleseminar Challenge – Alex Mandossian and T. Harv Eker