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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.

Event Registration