Past Events
Estate Planning Basics Webinar
October 22, 2026
Plan Today. Protect Tomorrow. Leave A Legacy on Purpose.
At this webinar we discussed why estate planning isn't simply about what happens after you're gone. It's also about making decisions now about the people, priorities, and assets that matter most.
Not sure where to start with estate planning? Take the first step with my Seven-Day Estate Planning Commitment Checklist. A practical guide to help you organize your priorities, identify important decisions, and take meaningful steps toward protecting what you’ve built.
Her Money, Her Choice Book Signing
October 17, 2026
At the Route 9 library Scriptorium, surrounded by the images, words and influential spirits of Maya Angelou, Langston Hughes, Zora Neale hurston, Frederick Douglass and Ezra Jack Keats, I had the pleasure of giving my first book signing for Her Money, Her Choice. We discussed legacy, financial confidence, and protecting what you’ve built with intention.
Financial planning isn’t about having every answer before life changes. It’s about having a framework that can change with you.
"There is no greater agony than bearing an untold story inside you." ---- Maya Angelou
Life Insurance Awareness Webinar
September 15/17, 2026
Your family. Your income. Your dreams. What would happen to the things you value most if you weren’t there to protect them?
September was Life Insurance Awareness Month. Mid September, I presented Protecting What’s Most Valuable, an engaging zoom webinar where we discussed how life insurance can help protect your loved ones, preserve your financial future, and provide confidence for the road ahead.
Attendees discovered what they needed to know about life insurance, what coverage may be right for them, and why protecting what matters most in their life starts with a plan.
Females in Finance Webinar
June 30, 2026
At the end of June, I had the honor of presenting to a group of talented female advisors at Core Income's Females in Finance webinar.
I shared details from my book Her Money Her Choice, and also my insight on how to engage and serve our clients in this ever changing financial landscape.
Client Appreciation Event
June 18, 2026
One of our favorite moments this season was celebrating with clients at our Client Appreciation Event in July.
Building financial confidence is important, but so is building lasting relationships with the people we serve.