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| How an Estate Plan Puts You in
Control, presented to associates and managing partners of Blackman
Kallick, a leading Chicago accounting firm which
provides audit, tax, and consulting services to privately
held companies, public companies, and not-for-profit organizations.
(August, 2009) |
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| Cracking the Code: The Science
of Financial Planning and Estate Planning, presented to information
technology and financial services consultants of Accenture,
a global management consulting, technology services and outsourcing
company, whose clients include 96 of the Fortune Global 100.
(August, 2009) |
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| More 401K Kung Fu: Investment
Strategies and Retirement Planning Concepts for Your Firm's
Retirement Plan - Chicago Bar Association, Chicago, IL (July,
2009) see the pdf |
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| The Basics of Estate Planning
and Wealth Protection, presented to employees of a distributor
of office furniture consistently ranked as one of Chicago's
top privately held corporations by Crains Chicago Business,
with annual sales in excess of $35 million, Chicago, IL (June,
2009) |
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| The Basics of Estate Planning
and Asset Protection that Every Periodontist Should Know,
presented at University of Illinois - School of Dentistry.
(March, 2009) |
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Legal Aspects of Doing Business In Illinois, The State of Illinois Office
of Trade and Investment and the World Trade Center Illinois - Rui'an Delegation.
(September, 2008) |
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Representation Issues for China
companies in the U.S. and American companies in China - Panel
Mediator, US-China Forum. (June, 2007) |
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Estate Planning and
Asset Protection, Chicago Society of Plastic Surgeons (September,
2007) |
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