Seminars

I am passionate about what I do and am happy to come speak to your civic organization, church, or club about the basics of estate planning. Please contact me to discuss scheduling.

Previous Presentations & Seminars:

Date Event
1-15 Right way to file a writ – Tennessee Bar Association CLE webinar series
2-15 Right way to file a writ – Washington County Bar Association lunch and learn
5-5-16 Planned Giving Reception for ETSU Athletics
9-22-16 Provide and Protect Estate Planning Seminar (Crescendo)
11-14-16 Introduction to Planned Giving – Interim University Council at ETSU
2-9-17 IRA Charitable Gift Opportunities and Benefits for ETSURA
2-22-17 Understanding Charitable Estate Planning: How to discuss with your client – WCBA
3-9-17 Planned Giving Reception for ETSU College of Arts and Sciences
5-23-17 Provide and Protect Estate Planning Seminar (Crescendo)
6-6-17 Planned Giving Reception for University Programs and Student Affairs at ETSU
10-19-17 Guest speaker for CDHS Field of Dreams fundraising event
10-27-17 Estate Planning 101 for ETSU President’s Circle Back to Class event
3-3-18 Wills Workshop for Munsey Memorial United Methodist Church
4-25-18 Understanding Charitable Estate Planning: How to discuss with your client – WCBA