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Family Wealth & Legacy in the Media

 

 

 

 

February 2017       

                        Financial Advisor IQ                               

Video:

Kay Pfleghardt on News 8 WROC Rochester

February 2016       

                        Financial Advisor IQ                               

Article:

Be More Disney and Less State Fair

         

September 2015        

  FPA of Central New York  

Speaker: 

Cutting Edge Developments and Opportunities in Financial Planning

         
March 2015   Purposeful Planning Institute  

Speaker: 

Strategic Collaboration

         
September 2014   Society of Financial Service Professionals  

Speaker: 

7 Steps to a Successful Succession

         
September 2013   Family Office Leadership Summit:UK  

Speaker: 

Succession Planning - More Than Just Asset Protection?

         
April 2013   Fund Raising Professionals of Genesee Valley  

Speaker: 

Planned Giving Panel Discussion

         
October 2011  

Western New York Planned Giving Consortium

 

Speaker: 

Family Wealth Dynamics

         
Spring 2011   Family Business Magazine  

Article: 

Ten Ways Your Succession Plan Can Go Wrong

         
April 2009   Catholic Courier  

Article: 

Day to Focus on Welcoming and Engaing

         
August 2008   Forbes.com  

Article: 

Tackling Today's Secular Bear Market

         
April/May 2005   Oswego County Business  

Article: 

When Junior Takes Over