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See a Video Testimonial

Susan’s familiarity with the issues facing financial advisors make her expertise in the field invaluable and her presentations on the subject very worthwhile.

Bob Fleischacker, Stonehaven Group

Everyone agreed that this was one of the most stimulating and thought provoking programs we have ever had and it served to open a dialogue amongst the members that was unlike anything we had experienced previously.

Les Goodman, WPO Forum, Southern New Jersey

One of the most creative presentations we have had, very helpful in looking at donors as people and not dollar signs.

Donna Laconti, Planned Giving Group of New England