My seminars and public speaking engagements are typically only for professional audiences, lawyers, accountants, financial and insurance advisors, and tackle complex estates and trusts concepts, putting them into meaningful, actionable insights for the audience. They’re known for being jam-packed with useful tips and ideas, comprehensive in my coverage of the topic, and include lots of examples from practice (that I frame as lessons learned from estate administration) to identify avoidable planning errors. (My speaker bio is post on my LinkedIn profile section.)

In addition to webinars, I also provide private on-site seminars for companies, organizations and conferences, tailored for their audiences, employees or clients; contact me to explore this option.

There is no cost to attend events we host. In lieu of registration fees, participants are encouraged to make a donation to Baycrest, in support of their world-renowned, transformative research in aging and brain health.