EVENTS AND SPEAKING ENGAGEMENTS
Presenter
April 2023, Kates-Boylston - Technology Think Tank
Handling Fetal Remains in the Wake of Dobbs
March 2023, WilbertEDU, with Lauren Pettine
Presenter
July 2022, FCCFA Convention
Presenter
June 2022, Florida Mortuaries Association Convention
Trainer
Ongoing, CANA Crematory Operator Certification Program
Presenter
September 2021, Kates-Boylston - Technology Think Tank
Annual Convention Speaker
July 2021, FCCFA Convention
Presenter
December 2020, Kates-Boylston - Cremation Strategies Conference
Presenter
December 2020, Kates-Boylston - Funeral Service Business Plan Conference
July 2020, Funeral Service Insider
The Great Debate: Trust v. Insurance
February 2020, CANA Preneed Summit
Preneed Funding: Insurance Versus Trust - The Great Debate
December 2019, Kates-Boylston Funeral Service Business Plan Conference
Presenter
July 2019, FCCFA Convention
Cremation IS Irreversible: A Case of Cremation Gone Wrong
December 2018, American Cemetery & Cremations Cremation Strategies Conference
The Biggest Mistake You Don't Even Know You're Making
November 2018, Funeral Services, Inc.
What Regulatory Compliance Means to Your Business
Summer 2018, FCCFA Annual Convention
Regulatory and Legislative Update
Summer 2017, FCCFA Annual Convention
Unitrust: Advancing Endowment Care Financial Strategies
April 2017, ICCFA Annual Convention
Unitrusts: Advanced Perpetual Care Financial Strategies
January 2017, Cemetery and Mortuary Association of California
Legislative Update
Summer 2016, FCCFA Annual Convention
Preneed Unplugged
September 2015, Selected Independent Funeral Homes Convention
Death Care Jeopardy
Summer 2015, FCCFA Annual Convention
Protecting Your Business
Summer 2014, FCCFA Annual Convention
ARTICLES
June 2023, FSI Q2 eNewsletter 2023, Hank Thompson
March 2023, FSI Q1 eNewsletter 2023, Lauren Pettine
October 2022, Memento Mori
February 2022, The Cremationist
August 2021, American Funeral Director
August 2021, American Funeral Director
November 2020, Catholic Cemetery
The Great Debate: Trust vs. Insurance
November 2020, Memento Mori
October 2020, FSI Regulatory Update, Lauren Pettine
The Application of Unclaimed Property Laws to Pre-Need Trusts
A New Alternative
July 2020, Memento Mori
COVID-19 Guidance for Deathcare Professionals
April 2020, FCCFA Website
Profile of Wendy Wiener, By Patti Martin Bartsche
April 2020, American Funeral Director
Acquiring & Consolidating Death-Care Firms?
Don't Overlook the Importance of Trust Reconciliation
April 2020, American Funeral Director
Mismatched Laws: How Unclaimed Property Laws Impact Funds in Your Preneed Trust
July 2019, The Director
'Online' Equals Efficiency & More Successful Pre-Need Sales
November 2019, ICCFA Magazine
Strategic M&A: How to Ensure that Your Next Merger or Acquisition is Successful
November 2019, American Funeral Director
Shipping Cremated Remains - What's New?
October 2019, FSI Quarterly E-Newsletter
How Unclaimed Property Laws Impact Funds in Your Preneed Trust
July 2019, The Director
A Will is NOT a Written Vivos Authoriation!
June 2019, FSI Quarterly E-Newsletter
A Promising New Era for Perpetual Care & Maintenance Trusts:
Introducing, The Unitrust Distribution Method
March 2019, Catholic Cemetery Magazine
How "Online" Equals Compliance
March 2019, FSI Quarterly E-Newsletter
How to Correctly Prepare an Irrevocable Preneed Contract
January 2019, FSI Quarterly E-Newsletter
Common Regulatory Problems with Preneed Contracts
June 2018, FSI Quarterly E-Newsletter
Guaranteed Price vs. Nonguaranteed Price Preneed Contracts
April 2018, FSI Quarterly E-Newsletter
Four Questions to Ask About Your Deathcare Sales Program
April 2018, American Funeral Director
How Do I Know This is My Loved One?
February 2018, Cremation Association of North America blog
How to Enable Your Cemetery to Use the Unitrust Method
August 2017, ICCFA Magazine
I've Been Notified of a Regulatory Audit ... What's Next
August 2017, The Director
What You Don't Know Can Hurt You:
Little Known Regulations That Can Get You Into Trouble With The Law
August 2017, The Director
Partnering for a Better Trust Solution
February 2017, American Funeral Director
The How-To Guide for Selling Insurance Funded Preneed Contracts
Summer 2016, The FCCFA Chronicle
Funeral Services, Inc. Quarterly Newsletter - Regular Contributor
2015 to Present, FSI Quarterly Newsletter
The FCCFA Chronicle - Regular Contributor
2014 to Present, The FCCFA Chronicle
Funeral Related Insurance Sales in Florida:
Three Regulatory Schemes + Three Regulators = Industry Confusion
October 2012, Federation of Regulatory Counsel Journal
What Was He Thinking and When Did He Think It
June 2009, Federation of Regulatory Counsel Journal
Life Insurance and the Erosion of the Insurable Interest Requirement
April 2006, Federation of Regulatory Counsel Journal
Irreconcilable Differences
December 2003, Federation of Regulatory Counsel Journal
Administrative Investigations and the Potential Loss of the Attorney- Client Privilege
June 1999, Federation of Regulatory Counsel Journal
Florida Property and Casualty Joint Underwriting Association:
The Next Chapter
October 1994, Florida Underwriter
Florida's Proposed Financial Institutions Rule:
Protection for Insurance Consumers or Independent Agents
December 1993, Federation of Independent Counsel Newsletter