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Client Centered

Client Centered

Financial literacy is crucial to making informed decisions about your finances, your family and your future.

Periodically I offer seminars geared towards women (or anyone else) who would benefit from additional information on select topics.

Some of those topics include: preparing for retirement, saving for college, financial planning, long-term care, and general investing education.

If you have a small group (4-6) of people who are interested, I would be delighted to conduct a seminar for you.  I will even bring refreshment and nibblies.

The seminars are informal, 45-60 minutes with plenty of time for questions and feedback. There is no cost to attend.

For additional information, please reach out to me at (360) 714-3376 or