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About
I am passionate about helping others gain clarity and confidence about their personal finances.
Can You Afford to Retire?
This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once t…
Essentials of Estate Planning
Essentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the nee…
Financial Management in Retirement
“Financial Management in Retirement” picks up right where “Can You Afford to Retire?” leaves off. This program will tea…
Your perspective matters!
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