Events
Discover ways to improve your personal emergency readiness - attend these events or view my appearances. Get peace of mind!
Sept 22, 2021 12pm - 1pm EDT
Handling Loss
How do you handle loss? Whether it is loss of a friend/family member, a job, a home, etc…do you feel you have the skills to move on and forward productively.
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I'll be on a panel, hosted by Judith Heft & Associates, with experienced experts discussing the nuances of loss and answering your questions about life as it inevitably transitions.
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Please click the below link to register for the webinar:
July 28, 2021
Guest Appearance - Taxes in Retirement (FB Live)
I was a guest on Andy Panko's weekly Taxes in Retirement fb group event. What an engaging chat about how emergency preparedness and retirement planning should be linked! See video here.
June 25, 2021
CEO Chat with Al Cini & Joe Asumendi
Evergreen Ally's customized Household Continuity Plans are a unique offering for employee elective benefits packages. Al, Joe and I discuss why employers care about offering their employees these emergency preparedness services. Relevance & Resilience! Click here to watch.
April 28, 2021
Discuss with Russ- Podcast
Not having the proper emergency contingency plan can really destroy your financial plans. Russell Rivera of Voice Wealth Management and I discuss our similar consulting approaches (mine in emergency readiness, his in financial planning)- provide knowledge and options that achieve the goals of our clients. Pick up some planning advice by watching this video.
