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Anyone heading to the Massachusetts Conference for Women on Wednesday, Dec 3rd, I'd love to see you there! I'll be hosting a session at 3:15 PM with none other than Vivian Tu - founder of Your Rich BFF and one of the most influential voices in personal finance. It's an honor to spend the day surrounded by 11,000+ powerhouse women, leaders, and change-makers. The event is sold out, but if you are attending, stop by our session. I'd love to connect! #MAConferenceForWomen #WomeninLeadership
Last month I was able to catch Hamilton in Boston with some friends and clients (what a treat!). 'Tis the season for gifting - if you want to hear some smart holiday gift ideas & learn how to make your money work harder this year, I'll be sharing tips in an upcoming TV segment. Stay tuned! Who's ready to level-up their holiday game? Drop a "Happy Festivus" below! #SmartGifting #HolidaySeason #Hamilton
Last week, I joined the Chamber of Commerce Fall Kickoff event to chat with local business owners and professionals about growing their personal wealth while growing their businesses and planning for the future. I covered a range of important topics for business owners and individuals alike, including: -Ideal retirement plan options for business owners and how you know the time is right to retire -Diversification and investing wisely (no all-eggs-in-one-basket approach here!) -College planning -Social Security basics and ways to optimize benefits, especially if widowed -How today's interest rate environment impacts investments and planning decisions Helping business owners make informed, smart financial choices is one of my favorite parts of what i do. How about you? What's the biggest wealth planning question on your mind right now? #WealthPlanning #BusinessOwners #RetirementPlanning