Representative Engagements

Bar Associations:

• • New Jersey Institute for Continuing Legal Education
  • Burlington County Bar Association
  • Camden County Bar Association
  • Mercer County Bar Association
  • Gloucester County Bar Association
  • Cumberland County Bar Association
  • New Jersey State Bar Foundation

Law Firms:

• • HylandLevin, LLP Attorneys at Law, Marlton, NJ
  • Borger Jones Matez & Keeley-Cain, P.A.
  • Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
  • Sterns & Weinroth

Professional Organizations:

• • Academy of Special Needs Planners
  • Million Dollar Round Table
  • Society of Financial Service Professionals (Financial Service Forum)
  • New Jersey Association of Public Accountants
  • National Association of Insurance and Financial Advisors - New Jersey
  • National Association of Insurance and Financial Advisors - Massachusetts
  • New Jersey Society of CPAs
  • The Mercer/Hunterdon County Chapter of the New Jersey Society of CPAs
  • National Academy of Elder Law Attorneys (Symposium)
  • Association of Trial Lawyers of America
  • Estate and Financial Planning Council (Southern New Jersey)
  • Estate and Financial Planning Council (Berkshire County, Massachusetts)
  • New Jersey Bankers Association
  • American Academy of Estate Planning Attorneys (Summit)

Private and Charitable Entities:

• • National Business Institute
  • Prudential Fox & Roach Realtors
  • Professional Education Systems, Inc. (PESI, LLC)
  • Service One Association of Realtors for the Senior Real Estate Specialist
  • DuPont Veterans
  • Coldwell Banker Elite
  • Lorman Education Services
  • Underwriters Marketing Service
  • Commerce Bank (Insurance Division)
  • Jewish Federation
  • Medi Pro/University of Florida
  • Mid-Atlantic Sir Speedy Owners Association
  • Marovich Business Institute
  • Sovereign Bank
  • TPS Brokerage
  • UBS Financial
  • Ameriprise
  • The Alzheimer's Association
  • Merrill Lynch Pierce Fenner & Smith
  • Omega Institute
  • Gitterman & Sacks, LLC
  • Alloy Silverstein (CPAs)

Government:

• • Veterans Administration