Stephanie Lee was honored to appear with Suze Orman and CNBC's Sharon Epperson on this panel. 

Audio recording

San Francisco's local CBS news channel KPIX has interviewed Stephanie Lee.

In Print

CNBC's Sharon Epperson interviewed Stephanie Lee for this segment on 529 plans after a downturn. The interview was in June 2022.

On the Air

We have been quoted by The New York Times on estate planning, by The Wall Street Journal on charitable giving, by on long-term care insurance, by on low-paying dream jobs, by Kiplinger on long-term care planning and on pensions vs. lump sums, and by Reuters on LGBT financial planning.