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Speaking Engagements, Conferences and Interactive Workshops

A sought-after speaker for family meetings, wealth advisor firms, estate planning firms, family offices, and conferences, Susan is a thought leader and pioneer in the emerging digital legacy preservation field. Using her professional experience capturing family stories, values, and life lessons on film, Susan creates customized educational and entertaining presentations and interactive workshops.

Call Susan at 303-503-5697 or email her at to schedule a speaking engagement or workshop.


Susan Speaking Engagement

Helping your Clients Preserve Their Family Legacies on Film

April 5, 2022

For UBS Wealth Management USA


Distinguishing your Financial Firm from others by: Educating Clients about Preserving Their Human Capital – the Stories and Values behind the wealth – in a Family Legacies Feature Film Production

February 1, 2019

For Hawthorn PNC Family Wealth (Philadelphia and Delaware Offices)


Temple Sinai Chavurah:
Preserving Your Life Story on Film for Future Generations

March 18, 2018

For Temple Sinai


For Family Offices:
Preserving The Human Capital for Future Generations

October 24, 2017

For Johnson Financial Group


Giving Present and Future Generations the Gift of Roots and Values: Preserving Your Family History on Professional Video

December 8, 2016

For Colorado Jewish Professional Women

Creating Genealogy on Video to Educate, Motivate and Inspire Future Generations

November 13, 2016

Workshop for The Jewish Genealogical Society of Colorado

Learn How Ultra-High Net Wealth Advisors Grow and Keep AUM For Decades

July 21, 2016

For BNY Wealth Management

Talking to Your Clients about Preserving Their Life Stories on Film to Educate, Motivate, Inspire and Connect Present and Future Generations

July 14, 2016

For Wells Fargo, Senior Wealth Management Team

Talking to Your Clients about Preserving Their Life Stories on Film to Educate, Motivate and Inspire and Connect Present and Future Generations

May 11, 2016

For CoBiz Private Bank, Wealth Management Team

Preserving Your Life Story on Film for Future Generations

May 10, 2016

Workshop for The Hebrew Educational Alliance

Family Legacies Inc. and Success Stories Videos

April 13, 2016

For “Thank You America”


Preserving Your Life Story on Film for Future Generations

December 4, 2015

For St. Joseph’s Hospital Community Resource Forum

Dear Susan
Thank you so much for your presentation at our meeting! The response from our membership was extremely positive. It was obvious that your guidance through your experience and skills made an impact on the group. You have motivated many of us to get started on a family history video project. The interactive nature of your presentation helped us to learn a lot.

Barry L.

Thank you for the great presentation to our BNY Mellon Denver Office. It was great! I look forward to the opportunity of presenting your life history videos to our clients. You run a professional production company that prepares amazing family videos for high-net worth families. I love your focus of helping advisors connect with multiple generations through family legacies and avoid the loss of client relationships after the passing of a client. Your excellent quality work and emphasis on working with advisors to deepen family relationships is a natural fit for BNY Mellon.

Eric W.

You are so wonderful! Thank you again for your excellent presentation. It was the most well attended presentation we’ve ever had in our Wells Fargo Investment offices and remarkable for our group that everyone stayed for the whole presentation! Thank you!

Jennifer P.