Retirement Planning Models Meet Holistic Financial Wellness: How to Incorporate Non-Traditional RIGs 2016 CCA Annual Meeting (October 24, 2016)
Lump Sum Window 2015 CCA Annual Meeting (October 27, 2015)
Retiree Readiness – Tools to Employees / SS / Communications 2014 CCA Annual Meeting (October 22, 2014)
IRS Correction Programs – EPCRS, SCP, VCP and Audit CAP 2014 CCA Annual Meeting (October 21, 2014)
How Much is Enough? Retirement Income Security 2013 CCA Annual Meeting (October 21, 2013)