Monthly webinars:

I host monthly webinars, each of which features a different topic that is both informative and relevant to your everyday life and financial needs. The webinar sessions take place on the third or last Tuesday of every month at 4:00 pm Eastern. Should you have interest in joining these insightful discussions or finding out more information, please do not hesitate to contact me.

2024 webinars:

  • October 29th - Charitable Giving, featuring guest speaker Cathy Walker, Senior Manager – Trustee and Philanthropic Solutions (RBC Wealth Management).
  • September 24th - Social Security and Medicare, featuring guest speaker J. Griffin Geisler, Vice President – Wealth Strategist (RBC Wealth Management).