Book a Speaking Engagement 

If you’re interested in having Tom speak to your group or organization, please fill out the form below with as many details as possible. We will get back to you soon. 

Lets Discuss

Drop us a line and we’ll get back to you!

 Upcoming Events

                                     

 Previous Events

DATE
EVENT
 Lehigh Family and Philanthropy Workshop Virtual
Stearns Financial Group Virtual
Estate Planning Council of Portland Portland, OR
CS Financial Group Virtual 
Heritage Foundation Annual Leadership Conference Amelia Island, FL
 Estate Planning Council Dallas, TX The Dallas Foundation Dallas, TX
Parcion Private Wealth Bellevue, WA
The Dallas Foundation/C3FP Dallas, TX
GenLeg Co. - Legacy Partners Co-Sponsored Event Sarasota, FL
The Bradley Foundation Scottsdale, AZ
The Catholic Foundation Dallas, 
TXBCWM Boyer Corporon Wealth Management Dallas, TX 
Tiger 21
Hightower Summit
Lehigh Multigenerational Families
GNJEPC Greater NJ Estate Planning Council
Volunteers of America Board Retreat
Penn State Behrend School Family Enterprise Conference
Tiger 21
Council of Michigan Foundation
National Christian Foundation Lift Conference
YPO Gold Financial Conference
Tiger 21
IPI- Institute of Private Investors- Wharton School
Lion Street Advisors “Institute” Event
BEPC- Boston Estate Tax Planning Council
CITI- Family Office Conference
Day-Pitney Family Office Conference
Estate Planners Day- NYEPC
Volunteers of America-Family Office Conference
Lion Street Advisors Conference
Family Office Presentation
Southeastern Family Office Forum
San Diego Estate Planning Conference
LOCATION