Seminars

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.
 

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• 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!