| 1/8/08 Tue | Optimized Plan Case Study | South OC Estate Planning Council | Laguna Hills, CA |
| 1/18/08 Fri | Best Practices Workshop -- Day 2 | American Benefits Institute | Orlando, FL |
| 2/6/08 Wed | Preparing Heirs to Resolve Conflicts | Kingdom Advisors, Feb 5-7, 2008 | Atlanta, GA |
| 2/7/08 Thur | Best Zero Tax Planning Tools | Planned Giving Roundtable - OC | Irvine, CA |
| 2/7/08 Thur | Peacemaking as an attorney | Saddleback Church | Lake Forest, CA |
| 2/8/08 Fri | Custom Presentation Materials | LFG Family Office Services | Redlands, CA |
| 2/13/08 Wed | Funding Dreams with Tax Savings | Saddleback Hospital | Irvine, CA |
| 2/15/08 Fri | Conducting Professional Education Classes | LFG Family Office Services | Redlands, CA |
| 2/20/08 Wed | Best Practices Digest | Advanced Planning Services | Austin, TX |
| 2/28/08 Thur | Captives/QMC/G1G2 | American Benefits Institute | Irvine, CA |
| 2/29/08 Fri | Best Tools Workshop -- Day 2 | American Benefits Institute | Irvine, CA |
| 3/7/08 Fri | Customizing Deliverables at vBlueprint.com | LFG Family Office Services | Redlands, CA |
| 4/17/08 Thur | Webinar | Pacific Life producers | |
| 5/16/08 Fri | Best Practices Digest | Pacific Life producers | |
| 5/20/08 Tue | Webinar | Pacific Life producers | |
| 6/17/08 Tue | Best Practices Digest | Pacific Life producers | |
| 7/15/08 Tue | Webinar | Pacific Life producers | |
| 7/18/08 Fri | Zero Tax Planning and Wealth Optimization | ALI-ABA - Advanced Estate Planning | San Francisco, CA |
| 10/17/08 Fri | Best Zero Tax Planning Tools | San Diego Tax and Estate Planning Forum | San Diego, CA |
| 10/1/08 Wed | Best Legacy Workshop | | Dana Point, CA |