Events

Discover ways to improve your personal emergency readiness - attend these events or view my appearances. Get peace of mind!

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Sept 22, 2021 12pm - 1pm EDT

Handling Loss 

How do you handle loss? Whether it is loss of a friend/family member, a job, a home, etc…do you feel you have the skills to move on and forward productively.  

I'll be on a panel, hosted by Judith Heft & Associates, with experienced experts discussing the nuances of loss and answering your questions about life as it inevitably transitions.

Please click the below link to register for the webinar:

https://judithheft.com/lunch-and-learn-handling-loss/

July 28, 2021

Guest Appearance - Taxes in Retirement (FB Live)

I was a guest on Andy Panko's weekly Taxes in Retirement fb group event. What an engaging chat about how emergency preparedness and retirement planning should be linked! See video here.

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June 25, 2021

CEO Chat with Al Cini & Joe Asumendi

Evergreen Ally's customized Household Continuity Plans are a unique offering for employee elective benefits packages. Al, Joe and I discuss why employers care about offering their employees these emergency preparedness services. Relevance & Resilience!  Click here to watch.

April 28, 2021

Discuss with Russ- Podcast

Not having the proper emergency contingency plan can really destroy your financial plans.  Russell Rivera of Voice Wealth Management and I discuss our similar consulting approaches (mine in emergency readiness, his in financial planning)- provide knowledge and options that achieve the goals of our clients. Pick up some planning advice by watching this video.

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