| Lectures | Subject | Place | Date |
| Society of Certified Public Accountants [for CPE credits] sponsored by Dean Witter Reynolds | Techniques for Avoidance and Minimization of the Generation Skipping Transfer Tax and Leveraging the GST exemption [2-hour lecture with course outline] | Woolfort's Roost County Club, Colonie, New York | Spring 1994 |
| Memorial Hospital | Lectured for 1 hour on meeting the costs of health care with emphasis on Medicare and Medicaid | Memorial Hospital School of Nursing, Albany, NY | 6/3/94 |
| WMHT (local public television station) | Seminar on Estate Planning, Will Drafting and Medicaid Planning | Desmond Hotel Colonie, New York | Spring 1994 |
| Fleet Bank (Fleet Investment Services) | The use of trusts in estate planning | Kiernan Plaza (Fleet Bank headquarters) Albany, NY | Spring 1992 |
| Senior Service Centers, Contract Vendor for General Electric Company | Lectured for 1 1/2 hours on Estate Planning for Retirement | General Electric Headquarters, Schenectady, NY | Winter 1992 |
| Senior Service Centers, Contract Vendor for General Electric Company | One-hour lecture for care givers about financial options for medical costs for elderly | Knolls Atomic Energy Plant (Martin Marietta) Niskayuna, NY) | 1993 |
| Numerous lectures at Senior Service Centers | Albany, Latham, Brunswick, Schenectady, Castleton, and Saratoga | | |
| Estate Planning Council of Northern New York | Lectured together with Professor Harold Dubroff of Albany Law School on the tax considerations of living trusts | Fort Orange Club Albany, NY | Winter 1991 |
| The Trudeau Institute | Planned Giving: How to help your clients receive more than they give | Trudean Institute, Saranac Lake, NY | Fall 2008 |
