Past Events
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.