Welcome to 2025! This year I’m going to be rolling out a series of free webinars on essential financial planning topics. These won’t be prepackaged content from financial institutions, but my unique presentations developed from many years of observing what types of questions clients often have.
Did you know my undergraduate studies were in secondary education? I love figuring out how best to explain concepts to adult and teen learners and engage curiosity about topics that are relevant to our daily lives.
I’m kicking off the series with Estate Planning 101. It’s not just for wealthy or old people!! There are some basics everyone over the age of 18 should have, and learn about what else you need as you pick up things like a house, spouse, or kids along your life path.
The first session will be Saturday, January 25, at 4:00 pm EST. Preregistration is required to receive the Zoom link. If you can’t make that time, it will be recorded, and the video link shared with everyone who registers.
Curious Financial Counsel 
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