A successful investor is a well-informed investor. 
To that purpose, I run a few
seminars each year.  Below are some of the seminars I hosted in the past year.



  • Women & Wealth – Why it is Different For Women
  • Secure a Comfortable Retirement – Preparing for the Unknown
  • The Case for Rising Dividends
  • Social Security in Nine Questions
  • 529 College Savings Plans
  • Understanding the CARE Act
  • Learning from the Lessons of Time
  • Disruption and Innovation
  • Building Confidence in Times of Crisis


Click here to receive an invitation to my next seminar!