Marilee has presented to many thousands of people in the United States and abroad.  She is an award-winning member of the National Speakers Association, and has served as part-president of the New England Chapter.

When you are planning your virtual or in-person conference, we welcome your inquiry!

Speaking Clients

Partial List

  • ACSIA Long Term Care Inc.
  • Allianz
  • Allmerica
  • American Association of Individual Investors
  • American Association for Long-Term Care Insurance
  • Boston Bar Association
  • Boston Globe
  • Boston Tax Institute
  • Certified Senior Advisor
  • Cincinnati Estate Planning Council
  • Financial Planning Association
  • LTC Financial Partners
  • Maine Society of Certified Public Accountants
  • MassBar Association
  • MIB
  • National LTC Network
  • Northwestern Mutual
  • Plymouth Area Chamber of Commerce
  • Prudential
  • Putnam Investments
  • South Shore Women's Business Network
  • State Street
  • SunTrust
  • Toyota