Lockey News

World President's Organization (NYC)
Illinois CPAs
Private Investors Institute (NYC)
Massachusetts CPAs
National Council of Employee Benefit Administrators (Boston)
New York Society of CPAs
National LIMRA Conference (Boston)
Ohio Society of CPAs
National Association of Fee Based Financial Planners (Stamford & Tampa)
Rhode Island CPAs
National Association of Tax Practitioners Washington CPAs
New York State Banker's Association (Marketing and Estate Planning Seminars)
San Francisco CPA/Bar Alliance
National AICPA Personal Financial Planning Conference
Tri-State LINC CPA Society
National Conference of CPA Practitioners
New York Bar Association
New York State Society of CPAs Personal Financial Planning Conference (1995, 1996)
Florida Bar Association
NAPFA - Advanced Planners Conference (Williamsburg, VA)
Cleveland Clinic Donors
Institute of Certified Financial Planners (NYC)
Sacred Heart University Alumni
International Association of Financial Planners
Merrimac College Alumni
National Fortress Conference (Dallas)
Hofstra University Alumni
American Association of Retired Persons
Syracuse University Alumni
American Association of Independent Investors
Holy Cross College Donors
Connecticut Estate and Gift Tax Council
Bridgeport Hospital Medical Staff
Connecticut Society of CLUs
Various Rotary and Jaycees Events
CPAs in Industry Society (Ohio)
Several Fortune 500 Companies
Financial Executives Institute (NJ)
Florida Bar (Business Section)
Long Island Federation of Women's Clubs
New York CPA Network (NYC)
California CPAs
Florida CPAs
Colorado CPAs
Denver CPAs
Los Angeles CPAs - October 1996
San Francisco CPAs - October 1996
New Jersey State CPA Society Seminar 1996, 1997
Chicago CPAs - November 1996
Million Dollar Round Table Conference - June 1997
New York Society of CPAs PFP Seminar - June 1997
Hawaii Tax Institute - October 1997
New York City Bar - June 1997
American Bar Association - August 1997, 1998
Washington County Hospital Association
Nevada Estate Planning Council
National AICPA PFP Technical Conference - 1999
Estate Planning Councils: Hartford, Westchester, Rockland, Miami
Institute for Private Investors (NYC 2001)
Maryland Bar Association
Long Island Bar Association (2001)
Bank Administration Institute (BAI)-March 2002
Naples, Florida Estate Planning Council-March 2002
President Bush Inaugural Dinner Sponsored by Salomon Smith Barney
Fairfield County Connecticut Estate Planning Council - October 15, 2002
The Planned Giving Council of Central Florida - September 19, 2002