Calendar (schedule appointment on calendar below)

I offer several financial management seminars, many with a woman's focus.

My educational seminars will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program should consider: cash management, risk management, investment planning, tax planning analysis, retirement planning, and estate conservation strategies.

These seminars are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as paying for college, long-term care and strategies to help minimize taxes.

I can provide information for women who are divorced or widowed.

  • Possible Tax implications
  • Estate planning strategies
  • Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.


Upcoming seminars:  To be announced