May 21, 2019

Family Business Legacy Partnership & UW Family Business combined retreat

February 27, 2019

Dallas Jewish Community Foundation

Dallas, Texas

May 15, 2017
Family Business Legacy Institute

Milwaukee, Wisconsin

April 23, 2017
Jewish Foundation of Greater New Haven
New Haven, Connecticut
August 18, 2016
Wells Fargo, Private Bank

​Corte Madera, California

May 22, 2016
Tampa Orlando Pinellas Jewish Foundation

Orlando, Florida

May 22, 2016

Tampa Orlando Pinellas Jewish Foundation

Tampa, Florida

May 18, 2016
Merrill Lynch Client Event

Brookfield, WI

January 28, 2016

Queen of the Valley Hospital Foundation

Napa, California

September 24, 2015

Aaron-Michaels Wealth Management Group

Waukesha, WI 

June 10, 2015

Ellenbecker Investment Group
Pewaukee, WI

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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.

Mitzi Perdue

April, 2018

"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