News and Media

May 2017: The Big Payday (film presentation)

Baltimore Estate Planning Council Event
Sponsored by THE ASSOCIATED: Jewish Community Federation of Baltimore
Radisson North Baltimore Hotel, Timonium, MD

January 2017: The Big Payday (film presentation)

Sioux Falls Estate Planning Council Event
Minnehaha Country Club, Sioux Falls, SD

October 2016: The Big Payday (film presentation)

Estate Planning Council of Bergen County, Inc. Event
Saddle Brook Marriott, Saddle Brook, NJ

July 2016: The Big Payday (film presentation)

Fusion Collaboration presented by the Purposeful Planning Institute
Omni Interlake Hotel and Resort, Broomfield, Colorado

May 2016: The Big Payday (film presentation)

Estate Planning Council of Central New York Event
Sky Armory, Syracuse, NY

November 2015: The Big Payday

National Conference on Philanthropic Planning
Sponsored by Graystone Consulting, a Morgan Stanley company
Buena Vista Resort, Orlando, FL

October 2015: The Decision (two events)

Client dinner/presentation
Sponsored by Pann/DeYoung Wealth Management―UBS Financial Services Inc., and W.G. Nielsen & Co.
Denver, CO and Colorado Springs, CO

March 2015: The Big Payday (film presentation)

Fusion Collaboration presented by the Purposeful Planning Institute
Hilton Orlando Lake Buena Vista, Lake Buena Vista, FL

October 2014: Stalemate

National Conference on Philanthropic Planning
Anaheim Marriott, Anaheim, CA

September 5, 2014

Facilitated Workshop of “The Big Payday” for the staff of Mimox, A.G., Zurich, Switzerland

 February 2011

Shaking the Tree (STT) Interactive Productions Presents to 200+ Family Members in Bahrain.

Fall 2009

Beginning Our Second Decade of Excellence in Live Family Dynamics Education.

June 2009 – Charity Takes Center Stage

The Chronicle of Philanthropy

March 2007 – The Affluent Investor – A Spectrem Newsletter

Using theatre and philantrophy to help wealthy families find their path

Jan 2007 – Private Asset Management

The iwealthmanagement.com Newsletter

February 2004 – Same Time Next Year – Report Worth Magazine

Article on annual family meetings by Michael Sisk

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