Our Calendar

I offer several financial management seminars, many with a woman's focus.

My educational seminars will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning*, retirement planning, and estate conservation.
 

These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as paying for college and long-term care, minimizing taxes*, and retiring in comfort.

And I have special information for women who are divorced or widowed:
 


  • Tax implications*
     
  • Estate planning
     
  • Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.
     

Upcoming workshops:

There are no workshops currently scheduled.  Please check back for future events.

 

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.