We’ve attended many conferences to further our education and speaking engagements to share our knowledge for the people! Here’s some, and please let us know if you want any more information on anything else at all:

• Junior League of San Francisco STEAM speaker
  *A vance Business Owners P anning wit
  the Advanced Planning Business Advisor
  Specialist, Attendance only by the most
  seasoned advisors, San Diego, CA, Feb, 2016
• Advanced Estate Planning with Northwestern Mutual’s Estate Planning Specialist in Milwaukee, WI, July of 2016
• Assertive Communication Skills for Women
  in Business
• Certification in Long Term Care, taken
  directly with Harley Gordon, esq & certified by
  his company Contracts of Life Insurance, part
  of Chartered Life Underwriting Courses
• Investment Training by Appointment Only in
  Milwaukee,
• Keeping up with the Retirement Reality our
  clients face in 2016, presented at American
  Funds Head uarters invite only Leading with Success Profiles, Milwaukee, WI
• Nominated to Attend Fastrack, which only a few advisors throughout the country are appointed for, invitation is very rare but I couldn’t make this one because my Grandmother fell ill & I had 2 1 very new team members and clients I had to help Planning for Millennial Clients, Milwaukee, WI
• Planning for NonCitizens with Advanced Planning Attorneys while in town for their seminar in San Francisco, CAState Transfer Tax by the Advanced Planning Council
• Take a New Look at Life Seminar by Northwestern Mutual, Milwaukee, WI
• so was nominated too and did speak atState Farm. Because of my work I was asked to speak often and before I left I co-hosted the 1st Quarter 2013 State Farm Corporate Rally.
• l was also nominated for and a founding member of the Elite Team Member Group at State Farm.

On a voluntary basis, we have decades in Big Brothers Big Sisters and our “littles” as they’re called, I’ve had two over decades and Marc has one; they mean so much to us! I’ve also served on the Board and Recruiting Committee for Big Brothers Big Sisters. You can easily start something with them too! Most areas have it’s own chapter and Boys and Girls Clubs are also similar!

Through the companies Lea and Marc have advised they remain focused on affordable housing/consumption, e commerce, and/or solving the education crisis as well.

The team at Boracchia Wiviott Wealth Partners helps support education, entrepreneurs, and women, minorities, and good people around the world. We’ve been the victim of hate crime for this and it is even more important we continue to inspire our
clients and community. We educate alot on this and have served as inclusion advisors for users and employees to have more accommodating experiences.

Perhaps other causes important to you are on the blog Success Strivers from Lea’s young school days. (Please note the team unfortunately lost access to this blog so content is old, it’s a better use of your time to contact us here to become a client.) (Not to confuse with SuccessStriver which someone
spoofed!)

There’s more organizations doing great work and some to avoid; but a few of the notable charities we donate resources in the form of time, money, etc. to can be seen by clicking the following arrow.