PAST SPEAKING ENGAGEMENTS AND EVENTS

July 2017: "Optimize Your Retirement Plan - Now!", Oceanside Library, Part 1 of a three-part series on investing.

June 2017: "The Five Biggest Mistakes I See People Make With Their Investments", WeWork New York

May 2017: "The Basics Of Stocks, Bonds And Investing Part 2", Economics undergraduates, State University of New York, Purchase, NY

February 2017: "Topics For Foreign Nationals And Expats", Expert Panel Forum, WeWork New York

November 2016: "The Basics Of Stocks, Bonds And Investing Part 1", Economics undergraduates, State University of New York, Purchase, NY

September 2016: "What Non-Citizens Need To Know About Managing Their Finances", ConnectRoot Corporate Presentation, view here

September 2016: "Congratulations! So You Are Coming To The US. Now What?", SUMTech 2016

July 2016: "The Future Of FinTech", IBM Leader To Leader Roundtable

May 2016: "Common Issues Facing Foreign Nationals in Real Estate", Guard Hill Financial

May 2016: "Financial Planning Office Hours", WeWork New York

May 2016: "What Non-Citizens Need To Know About Managing Their Finances", Keynote Presentation at the ACCA 2016 Annual General Meeting at The Yale Club, New York

May 2016: "What Non-Citizens Need To Know About Managing Their Finances", Start-Ups and Entrepreneurs Legal Group

April 2016: "Why Start Saving At A Young Age?", Regal Financial

April 2016: "Humanizing Anglia Advisors", Potentially Human podcast, listen here

March 2016: "Ask The Financial Planner", Aiuto Forum, We Work New York

March 2016: "Why Start Saving At A Young Age?", Zicklin School of Business, Graduate Tax Society

October 2015: "Public Speaking - You Can Do It", Royal Bank Of Canada Women's Network

June 2015: "What Toastmasters Can Do For You", PowerPlay NYC

April 2015: "Public Speaking - You Can Do It", NYSPCC

March 2015: "De-mystifing Your Tax Return", Borough of Manhattan Community College

January 2015: "Public Speaking - You Can Do It", PowerPlay NYC

June 2014: "Money & Taxes - What Your Clients Need To Know", select group of immigration attorneys

May 2014: "Non-Citizen Financial Planning", National Conference of CPAs

April 2014: "Financial Planning for Brazilians In America", Brazilians in NY


NEW YORK PUBLIC LIBRARY'S FINANCIAL LITERACY PROGRAM

February 2017: "Mutual Funds, Index Funds and ETFs"

January 2017: "I'm Invested. Now What?"

May 2016: "What Non-Citizens Need To Know About Managing Their Finances"

October 2015: "401ks/403bs etc. - How To Optimize Your Workplace Retirement Plan"

September 2015: "Not a US Citizen? - What You Need To Know"

May 2014: "Financial Planning For The Non-Citizen"

December 2013: "Immigration, Money & Taxes: Know Before You Owe"


FINANCIAL PLANNING ASSOCIATION EVENTS

COMING UP .. October 2017: "Index Funds and ETFs", New York University School of Law, Financial Planning Association of New York Financial Fitness Workshop breakout session presentation

October 2016: "Mutual Funds, Index Funds and ETFs", New York University School of Law, Financial Planning Association of New York Financial Fitness Workshop breakout session presentation

September 2015: "401ks/403bs etc. - How To Optimize Your Workplace Retirement Plan", New York University School of Law, Financial Planning Association of New York Financial Fitness Workshop breakout session presentation

September 2014: "Money & Taxes - What Foreign Nationals Need To Know", New York University School of Law, Financial Planning Association of New York Financial Fitness Workshop breakout session presentation

October 2013: "How To Conduct Financial Planning For The Non-Citizen", Financial Planning Association of New York members educational seminar