September 2022 Conversation Circle - Women's Initiative

Conversation Circle - Coaching

December 2022 NAPFA Advisor Magazine - Full Issue

Conversation Circle - SEO and Website Presence

January 2023 Issue: Cultural Competency: Understanding More about Clients’ Values and Beliefs

January 2023 Issue: How to Avoid Advisor Burnout

NAPFA Nation Episode #02: The Curious Learner: Creating an Open Canvas with Wendy Hartman

February 2023 Issue: Beyond Special Needs Trusts: 3 Additional Estate Planning Considerations for Special Needs Families

March 2022 NAPFA Advisor Magazine - Full Issue

Self-Report: Classroom/Web