Broker Check


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 23, 2024

5:30p - 6:30p


August 22, 2023

5:00p - 6:00p


June 27, 2023

5:30p - 6:30p


Retirement Beyond Financials

As a valued client, I’m continuously seeking ways to support you and your vision for the future.  In our work together, you recognize the criticality of having your financial house in order, so your golden years are just that.   For those of you looking at or currently living in your retirement years, other factors beyond finances also need attention. If we only look at our financial health, we overlook other important aspects of ourselves, such as our social, mental, physical, and emotional health. Yet all this needs consideration to ensure the years ahead are meaningful and fulfilling.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.