WHERE IN THE WORLD ARE ROD AND LORI?
2026 Northern San Diego Trusts & Estates | Virtual
2026 MOKAN Trust & Financial Services Conference | Overland Park, KS
2026 - 3rd Annual Mastering Multigenerational Wealth Conference | Frisco, TX
2025 Wausau Estate Planners Symposium | Wausau, WI
2025 2nd Annual Multigenerational Wealth Conference | Orlando, FL
2025 PPI’s Rendezvous | Topic: Rising Gen Up | Denver, CO
2025 Gulf Coast Community Foundation Continuing Education Event for Professionals | Sarasota, FL
2025 NAPFA Spring Conference | Topic: Outcome-Driven Planning and Collaboration: It Starts and Ends with the Client's Desired Outcomes | Phoenix, AZ
RIA Circle Virtual Workshop Webinar | Topic: Beneficiary Well-Being Planning: Moving from ‘distribution’ focused to ‘beneficiary enhancement’ focused planning
2025 AIP (Advisors in Philanthropy) Webinar | Topic: Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning
2025 Western New York Planned Giving Consortium Webinar | Topic: The Most Effective Philanthropic Planning Begins & Ends with Your Donor's Values | New York
“Outstanding speaker, very engaging.
Loved the slides.”
Are you looking for a speaker, panelist, trainer, or workshop facilitator?
““Great information and very engaging.”
”
“I could’ve listened to Rod all day!”
