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Our Calendar

Our commitment to the community extends beyond financial services. Please keep an eye on our calendar section for any upcoming events that we sponsor. We will also list other events -- including seminars -- in this section.

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 must consider: cash management, risk management, investment planning, tax planning strategies, retirement planning, and estate conservation.

These workshops 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 and long-term care, saving on taxes, and retiring in comfort.

And I have special information for women who are divorced or widowed:

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

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