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| 21 Jul 2020 Advanced Tax Strategies |
| 08 Nov 2020 Maui Mastermind Wealth Summit 2020 |
| 17 Nov 2020 14th Annual Tax and Growth Forum |
| 29 Dec 2020 Year-End Tax Planning |
| 12 Jan 2021 January Tax Planning |
| 01 Mar 2021 The 100 Club |
| 23 Apr 2021 CCN Spring Conference |
| 16 Nov 2021 15th Annual Tax & Growth Forum |
| 14 Jan 2022 Massimo Commercial Real Estate Conference |