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| 24 Oct 2017 Advanced Retirement Plans |
| 14 Nov 2017 11th Annual Tax and Growth Forum |
| 04 Dec 2017 Maui Mastermind Wealth Summit 2017 |
| 27 Dec 2017 2017 Tax Bill Update |
| 26 Jan 2018 The Owner Independent Company |
| 09 Mar 2018 Pre-taxing Your Lifestyle |
| 04 Jun 2018 2018 CCN Dream Bigger Conference |
| 15 Jun 2018 Wealth 101 For Business Owners |
| 04 Nov 2018 Maui Mastermind Wealth Summit 2018 |
| 13 Nov 2018 12th Annual Tax and Growth Forum |