top of page
Events & Workshops
To play, press and hold the enter key. To stop, release the enter key.
Check Events page for active events
1/10/2023 - House Wars - The Dark side of divorce Real Estate (lunch & learn for realtors) - West USA Realty
12/12/2022 - Financial Planning Association National Conference - Planning for Committed unmarried couples
11/01/2022 - "Tax & Retirement planning for small business owners" (for realtors) - Cross Country Mortgage
09/22/2022 - House Wars - The Dark side of divorce Real Estate (lunch & learn for realtors) - West USA Realty
07/21/2022 - National AFCPE Certification Council presentation - Planning for Committed unmarried couples
05/12/2021 - FPA Women's Knowledger Circle presentation - "Planning for Committed unmarried couples"
October - Nov. 2020. "Money Coaching with the Money Types" - Virtual.
07/2020 - MCAFM - What We Don't Know About Taxes Could be Hurting Be Hurting our Clients
05/2020 - National FPA - "Supporting our Clients Going Through a Divorce as Financial Professionals"
09/2019 - ARMY National Guard, Phoenix College - ""Financial Resiliency"
Sept. 2018 - National Bank of Arizona - "Money Month 2.0"
08/13/2022 - Medicare & You - with Allan Small
08/01/2021 - Maricopa Association of Family Mediators (MCAFM)- 2021 Tax Update
Dec. 2017-Dec. 2019. "Everything you Need to Know about Divorce"
09/17/2022 - Medicare & You - with Allan Small
June 2018 - First Western Trust - "Women's Wealth Design Lab".
May 2018 - Clark Hill PLC - "The Things We Wish Our Mothers Had Told us About Money"
March 2018 - MCAFM - "2018 Tax Cuts & Jobs Act: What That Means For Your Clients and You"
Jan. 2013 - Dec. 2016 - United Way - Various topics through the FPA of GP
bottom of page