I have given presentations to audiences ranging from small groups to large gatherings. Content is designed to think in a new, refreshing way about self-responsibility, relationships, and leaving a positive legacy for the next generation.

2010 Recent & Upcoming Presentations:

Heartland Hospice/Brookfield,WI
Krause Funeral Home/Milwaukee, WI
Liberty Financial Group/Brookfield, WI
McLaren Family Practice Residency Program/Flint, MI
McLaren Hospital Foundation/Citizens Bank- Wealth Management/Flint, MI
Northwestern University/Evanston, IL
The Northern Trust Company/Chicago, IL
Wisconsin Association of Marriage and Family Therapy/Pewaukee, WI

Presentations (2004-2009)

B.C. Ziegler
Bank of America
Capitol Lakes Retirement Center
Catholic Family Life Insurance
Center for Family Consultation (Evanston, IL)
Committee on Aging
Geriatric Care Managers Association (Conference Keynote)
Harris Bank (Chicago, IL)
Johnson Bank Private Wealth Management
Marshall & Isley Private Wealth Management
Mequon Unitarian Church
Milwaukee Estate Planning Council
Northern States Brokerage
Northern Trust Bank
Northwestern Mutual Life
RW/Baird (Conference Keynote)
Society of Financial Service Professionals
US Bank
Vistage International (Seattle, WA)
Wachovia Securities
Wichmann Funeral Homes
Wisconsin Association of Mediators
Wisconsin State Bar

A Sampling of Available Presentation Topics:

“Don’t Bank on it: Preserving Your Family Legacy for Future Generations”
“Advising the Affluent”
“Client-Centered Conversations”
“How to Identify and Handle Interpersonal Problems with Financial Clients”
“Leading a Business in Turbulent Times”
“Legacy Planning and Ethical Wills”
“Parenting in Prosperous Families: Principles You Can Live By”
“Putting the Family in Financial Planning”
“Raising Children in a World of Affluence”
“Values-Based Legacy Planning and Ethical Wills”
“Wealth Transfer: Practices of Successful Families”
“Why Wealthy People do the Seemingly Nutty Things They Do”

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