Events
New Class Opportunities!
Beginning in January 2022, we will offer virtual small group client classes and hybrid - both in-person and virtual open-enrollment classes (available to all). Both client and open-enrollment classes will provide specific education, action steps, and collaboration with other professionals to provide you with the highest quality education. Check out our next open-enrollment class opportunity. One of our top goals is to have you feeling confident and prepared with your money. Join us...let's smash those financial goals.
Upcoming Events
February 17, 2022
12:00p - 1:00p
Fueled Collective
To Itemize or Not to Itemize - client class
We will answer the what to itemize question in this client-only class. We will cover topics to help you further deepen your understanding of financial planning.
March 16, 2022
12:00p - 1:00p
Fueled Collective
Marriage and Money - open enrollment
Marriage and money are an important topic I work with couples on. When two people come together they have their own set of values to bring into the fold. Sometimes those values can be a mixed match. Join us to learn how to create a new conversation around marriage and money.
April 21, 2022
12:00p - 1:00p
Fueled Collective
Bonus Planning - client class
It's the time of year again to plan for the annual cash and stock bonuses this spring. Join me to discuss financial strategy around all things cash and stock bonuses.
Past Events
January 20, 2022
12:00p - 1:00p
Online
Money Archetype - open enrollment
The Money Archetype class explains how we handle money emotionally. As logical as we try to be, all our decisions come down to how we “feel” about it.