Upcoming Talks

I speak regularly at events for alumni associations, mother's clubs, school groups, financial planning seminars and anywhere else that parents gather.

Please contact me if you would like a free one-hour presentation on Estate Planning Basics (with lots of time for questions).

Topics include:

  • Estate Planning Basics for Parents
  • Picking Guardians for Young Children
  • What Wills Do (And Don't)
  • Living Trusts Basics
  • Uses of Life Insurance
  • Retirement Benefits and Beneficiary Designations
  • How to Get Your Estate Plan Done and How Much It Should Cost

Would you like to have me speak at your preschool,  professional group, or other gathering? If so, please contact me about availability.

>> Inquire about a speaking engagement.