Media and Appearances
I am available for paid speaking engagements, including keynote presentations, interactive workshops, and fireside chats. Drawing on my deep knowledge in financial planning, investment management, transition and retirement planning, estate planning, and college planning, I deliver practical, insightful guidance tailored to each audience. Known for a highly engaging and often humorous delivery, I make complex financial topics approachable, memorable, and enjoyable—without sacrificing substance or credibility.
Coming Soon...
A Note of Gratitude
Thanks to the incredible support of our community, Financial Trendsetters 3 reached #1 Best Seller in three Amazon categories.
This milestone is a reflection of the growing movement to empower women (and men!) through financial education — and I’m deeply grateful to everyone who has been part of that journey.