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Speaking and Consulting

Speaking and presenting about financial strategies topics and the financial profession to audiences big and small is something I love doing. Please contact me to discuss how I can tailor my content to your audience.


Topics previously presented include:


  • Retirement Planning: Inspect What You Expect

  • How To Live Well and Leave a Legacy

  • Women to Woman: Take Control of Your Financial Life

  • Be Your Own Bank: Business Owner Financial Strategy


If you’d like to chat one-on-one about your particular question or situation I offer 30 and 60-minute sessions. Please contact me directly at or book an appointment today.

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