News & Resources 


Lori was selected to speak at SIFMA's Private Client Conference 2016

The Securities Industry and Financial Markets Association (SIFMA) Private Client Conference is North America's leading event designed specifically for financial professionals who work with individual investors. Industry experts address relevant and pressing topics affecting our industry today, while delivering practical strategies to enhance the client experience, help advisors succeed, and operate more effectively.

Lori was invited to share her insights and expertise with counterparts from across the industry including FINRA representatives, executives from TD Ameritrade, Edward Jones, Schwab, Raymond James and several media outlets such as Bloomberg News, On Wall Street and The Wall Street Journal.   

Financial and Healthcare Planning for Dementia




We recently hosted caregiving expert, Annalee Kruger, President of Care Right, Inc., as she discussed the key issues of dementia; her presentation discussed the following:

  • What are the warning signs
  • The impact of the disease
  • Preparing for challenges and issues
  • How to have proactive conversations
  • What you can do now

Furthermore, Lori and Annalee partnered to publish the whitepaper, "What Women Need to Know: Alzheimer's Disease and its Financial Repercussions" provides background on this all-too-common disease and lists a number of ways to proactively approach the associated risks and challenges.

Please contact us if you have any questions or would like to learn more about this topic.

Lori Speaks at 2015 Women at Baird Event





Lori Speaks at UWM's 2014 Women Leaders Conference






The Gervais Group Host "Understanding Social Security" Webinar





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