Financial education is a passion of mine. I’ve shared this teaching adult courses at Bellarmine University, workshops, and volunteering for non-profits including Junior Achievement and the National Association of Women Business Owners. As a 20+ year veteran of Fortune 500 companies, I have an in depth financial understanding. My formal education includes an MBA from Webster University. I began my independent consulting in 2004 because I believe that many investors are poorly served and are not making the connection between how they are investing and their future retirement income. I only work for my clients and do not accept sales incentives. When it comes to helping you secure your financial future, my focus is on your interests.Let’s get started!
Retirement Pathway's Upcoming Events
Engage in the ongoing process of increasing your understanding about money and finances by educating yourself whenever possible to make empowered financial decisions. Helping others in this learning experience and reaching their goals is my passion. Available upcoming educational opportunities listed below.
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Make Your Retirement Happen!
- Tuesday, April 4, 2023
- Registration starts: 6:45 p.m.
- Program starts: 7:00 p.m.
- Program ends: 8:00 p.m.
- Zoom Meeting
- Registration Required to Receive Meeting Link
Seven Principles for Retirement; determine how to reach retirement goals; learn how to convert savings into income; evaluate overall financial wellness; Social Security Optimization Report Limited Space; Register Early
Sign Me Up
Make Your Retirement Happen!
- Tuesday, May 16, 2023
- Registration starts: 6:45 p.m.
- Program starts: 7:00 p.m.
- Program ends: 8:00 p.m.
- Zoom Meeting
- Registration Required to Receive Meeting Link
Seven Principles for Retirement; determine how to reach retirement goals; learn how to convert savings into income; evaluate overall financial wellness; Social Security Optimization Report Limited Space; Register Early
Sign Me Up
Make Your Retirement Happen!
- Wednesday, June 14, 2023
- Registration starts: 6:45 p.m.
- Program starts: 7:00 p.m.
- Program ends: 8:00 p.m.
- Zoom Meeting
- Registration Required to Receive Meeting Link
Seven Principles for Retirement; determine how to reach retirement goals; learn how to convert savings into income; evaluate overall financial wellness; Social Security Optimization Report Limited Space; Register Early
Sign Me Up
