Family Business Legacy Partnership & UW Family Business combined retreat
Dallas Jewish Community Foundation
Corte Madera, California
May 22, 2016
Tampa Orlando Pinellas Jewish Foundation
Queen of the Valley Hospital Foundation
September 24, 2015
Aaron-Michaels Wealth Management Group
Ellenbecker Investment Group
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"As someone who speaks on Ethical Wills, I was completely enchanted with this book. My late husband spent days writing his Ethical Will, and I think it was one of his best gifts to his children and those who come after him. Since I wish the same for you, that you can give something so meaningful to those who come after , I heartily recommend, WORDS FROM THE H.E.A.R.T., A PRACTICAL GUIDE TO WRITING AN ETHICAL WILL.
"Eric spoke to an annual gathering of our Foundation's legacy donors and exceeded our expectations. His presentation was well received
and even instrumental in bringing a six figure gift within three weeks of the event!" Damon Tinnon, Director of Hospital Gift Planning