Bonnie is a sought-after thought leader, speaker, and author on the latest developments in the retirement industry at major industry and company conferences. Audiences trust Bonnie not only to decipher rapidly evolving regulatory and industry trends, but also to explain in accessible, practical terms what they mean for the day-to-day running of retirement plans. She also designs and facilitates customized advisor training sessions and bootcamps eligible for CE credit. She also provides training for both home office and for NextGen audiences.

Bonnie is a prominent figure in the media, appearing in renowned publications like the Wall Street Journal and leading retirement industry outlets such as NAPA Net Daily and 401(k) Specialist. She is frequently invited as a keynote speaker and panelist at major industry gatherings.