Lori Sackler has been speaking as well as doing readings and book signings to promote The M Word. We hope you can come meet her at one of her events.
04.07.2016 | SIFMA Private Client Conference (New York, NY)
The SIFMA Private Client Conference is North America’s leading event designed specifically for financial professionals who service the individual investor.
More Info: www.sifma.org/pc2016/program
12.04.2014 | The Breakers (Palm Beach, FL)
The Barron’s Top Women Financial Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.
View video from the summit at YouTube.com.
04.17.2014 | Webinar for APIC
Online presentation. To download the presentation, click here.
01.16.2014 | Trilogy at The Vineyards (Brentwood, CA)
Presentation and Book Signing.
12.04.2013 – 12.06.2013 | The Breakers (Palm Beach, FL)
The Barron’s Top Women Financial Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.
10.07.2013 | Marriott Magnificent Mile (Chicago, IL)
Lori will do a workshop during the annual Advanced Wealth Management Conference.
10.01.2013 | Private Event
06.26.2013 | Chadbourne & Parke (NYC)
Lori will do an event about THE M WORD, including a Q&A and signing.
06.04.2013 – 06.06.2013 | Hilton La Jolla Torrey Pines (La Jolla, CA)
Lori will present during the annual APIC Annual Conference.
05.28.2013 | FAE Conference Center (NYC)
Lori will present about THE M WORD to the New York State Society of CPAS.
05.22.2013 | Thomson Reuters (NYC)
At the Financial Communications Society’s Education Summit, “The Changing Face of Retirement,” Lori will be one of three keynote speakers and moderate a panel.
05.01.2013 | Canyon Ranch (Lenox, MA)
The professional guidance of Jeffrey Rossman, Ph.D., Life Management Director at Canyon Ranch in Lenox, and featured presenter Lori Sackler, CFP, CIMA.
04.27.2013 | Private Event
04.25.2013 | JCC on the Palisades (Tenafly, NJ)
Reading.
04.14.2013 | Private Event
03.23.2013 | Womrath’s (Tenafly, NJ)
Reading and Signing.
03.19.2013 | The Princeton Club (NYC)
Reading and Signing.