Seminars

Patricia is a leading speaker for women who wish to empower their wealth and legacy. She has presented hundreds of times to a diverse range of audiences. She can bring her dynamic speaking style and peerless expertise to your group – large and small. Contact Patricia at patricia@patriciaannino.com if you’re interested in having her speak to your organization. 

The following are representative organizations that Patricia has spoken for:

American Institute of Certified Public Accountants (AICPA) (National and Regional Conferences)
American Bar Association
Association of Fund Raising Professionals
Attorneys for Family Held Enterprises (afhe)
Bank of America
Babson College Annual Women’s Leadership Conference
Bloomberg News
BNY Mellon Financial
Boston College Club
Boston Estate Planning Council
Boston Symphony Orchestra
BRAMCO
Boston Foundation
Brown Advisory
Buckingham Brown & Nichols School
Business Families Foundation
Campden Family Conferences
Cape Cod Five Cents Savings Bank
CASE  (Counsel for Advancement and Support of Education)
Century Bank
CEO/YPO Wives Forum
CitiBank
Chilton Club
Commonwealth Institute
Dallas Estate Planning Council
Dallas Jewish Community Foundation
Dana Farber Cancer Institute
Duke University Family Philanthropy Day
Essex County Estate Planning Council
Family Firm Institute (FFI) National and Regional Conferences
Fidelity Investments
Fidelity Family Offices
Florida Atlantic University
Fontbonne Academy
FOXBusiness News
Friday Forum
Harvard Business School Alumni Association
Harvard School of Public Health
Hebrew Senior Life
Houston Jewish Community Foundation
Illinois Continuing Legal Education (ICLE)
Indiana University- Womens Philanthropy Institute
John Hancock Life Insurance Company
Key Bank
Lesley University
LifeMark
Maine Society of CPAs
Massachusetts Bar Association
Massachusetts Continuing Legal Education (MCLE)
Massachusetts General Hospital
Merrill Lynch
Morgan Stanley
Museum of Fine Arts
N.F.P.
National Association of Black Accountants (NABA) Annual Conference
National Life of Vermont
National Tax Institute
New England Baptist Hospital
New Hampshire Estate Planning Council
Newton Country Day School of the Sacred Heart
New York Life Insurance Company
New York State Society of CPA Annual Conference
North Shore Hospice
Northeastern University
Notre Dame Academy
Orange County CA Chamber of Commerce
Partnership of Philanthropic Planning, Rhode Island
PGNEE (Planned Giving of New England) Annual Conference
Purposeful Planning Institute (PPI)
Putnam Investments
Rady Childrens’ Hospital Professional Advisor Symposium
Rockefeller Trust Company Intergenerational Forum
Silverstone Group
Smith College
State Street Global Advisor Annual Philanthropy Conference
Sudden Money Institute
Suffolk University
Suffolk University School of Law
Threshold Group
U.B.S.
Union Club Women of Distinction Series
University of Oregon- Portland
University of Rochester
United States Department of Labor
Ursuline Academy
USTrust Company
Valmark
Vanguard Investments and Charitable Fund
West Legal Education Center
Winchester Hospital

SPEAKING TESTIMONIALS

“Thank you VERY much for your outstanding presentation last night to the Estate Planning Council in Portland, OR.  I thought your speech was spot on and well presented.  It was especially meaningful to me because I have started drafting a book. Many of the stories you highlighted gave me much food for thought.”

by Kim Rosenberg, Rosenbaum Financial

“Patricia presented a dynamic estate planning lecture during a luncheon with the university’s UO Women membership, in Portland, OR, and then addressed a group of development and estate planning professionals at an afternoon reception. The woman has endless energy and enthusiasm for her topic. At both events, our guests were impressed by Patricia’s programs. University staff were delighted to share the wealth of her expertise and information with friends and colleagues.”

by Candace Horter, University of Oregon

 

“Patricia Annino’s book and presentation of, Women and Money, is an engaging discussion of the many legal issues surrounding financial health and wellbeing that women need to know. Through the use of relevant examples, Ms. Annino keeps the “discussion” a lively learning experience.  This book, and Ms. Annino’s programs, are a must for women, regardless of their financial capacity!”

by Carla Rathbun, Development Director, BREAST FRIENDS

Patricia spoke to a group of women at our Temple in Marblehead, Massachusetts. Patricia has an ability to cover a broad range of topics concerning money and estate planning and motivates her audience to take action. The response from her speech was outstanding as she really engaged the audience.

~ Ralph J. Rotman, CLU, ChFC, AEP

Patricia Annino was superb. She blends knowledge with humor and the audience really responds. She is skilled at making technical information easy to understand. Women and Money is a must read — Patricia is a must see.

~ Elizabeth Hill, Assistant Director of Planned Giving, Northeastern University

We survey our attendees at the end of the School of Life. On a scale of 1(lowest) to 5(highest), Patricia received a 4.73 from 90 respondents and was among our top speakers. In addition, Patricia was named numerous times in the comment section of “What topics did you find most useful?”

~ Judy D., Securities, Inc.

“Loved the real life examples provided by Patricia that helped to get an idea of some things that cause barriers but aren’t spoken of”

 ~ Attendee – WIFO Presentation for FIDELITY FAMILY OFFICE SERVICES

“Patricia was riveting and topical”

 ~Attendee – WIFO Presentation for FIDELITY FAMILY OFFICE SERVICES

“Patricia was excellent and I very much enjoyed her”

 ~ Attendee – WIFO Presentation for FIDELITY FAMILY OFFICE SERVICES

Out of a possible perfect score of 5, she earned a 4.85 in terms of being “knowledgeable, engaging, providing actionable information, professional, and relevant”

~ Attendee – WIFO Presentation for FIDELITY FAMILY OFFICE SERVICES

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