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Educational Program

My process heavily revolves around education. Teaching you about financial concepts so that you are confident to make decisions for your financial security.  With that in mind, I have developed an educational platform that you can take part in as you wish.  The formats will vary from interactive Q & A sessions on topics, webinar based content and workshops.  I want to hear from you so that sessions may be small so that you can ask questions.

Future Topics

  • Financial Wellness – Understanding How Managing your Finances Increases your Overall Well-Being. 
  • Women’s Hour – Smart Women, Safe Money – integrate your emotional and financial life.
  • A Women’s Guide to Financial Security
  • The Importance of Financial Concepts
  • Moving Forward on Your Own – designed for widows or widowers and family.
  • Supporting Retirement Readiness – Medicare and creating an income stream
  • A Guide to Financial Security – Retirement Basics
  • Managing the Challenges of Retirement

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