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.

• 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