Beyond numbers: BuildingĀ financial wellbeing today and tomorrow.


Speaking for associations, organizations, and not-for-profit organizations looking to build members balances both financially and emotionally.Ā 

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"This was great, timely information.  The presenter and hosts were very thorough and brought a sense of ease to the topic.  Kudos and thank you!"


"Thank you for providing this information. The Speaker was informative and I appreciate her offering a session for a free consultation. The topic was relatable and I'll rewatch to catch the books and podcasts that were recommended. Thanks again!!"


"Excellent presentation! Well worth the time."