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Small Seminars

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.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.