As I mentioned in previous blogs, I think building relationships is fundamental to any business success. Connecting people who can unite to make a difference and build their companies is always a rewarding experience! Earlier this week, I had an opportunity to introduce two business entities to each other that have great influence in the [...]
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It’s only July but I can’t wait for Sept. 25 this year. That’s when I will be presented the United States SBA “Women in Business - Champion of the Year,” award at the 45th Annual Small Business Week Awards luncheon, for the Santa Ana District Office of the U.S. Small Business Administration. I would like [...]
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I was thrilled to be asked to be on Paul Higgins’ TV show, Business in “The O.C.” to talk about the “What You Need to Know KitTM“, Matters at Hand and the wealth management challenges facing people. The segment provides an abundance of information about managing estate and financial planning - and getting organized! We [...]
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On June 26, I was delighted to be the keynote speaker for the Women in Business event sponsored by Cox Business. The luncheon of 100-plus attendees was held to honor women who were nominees of the Women in Business award presented by the Orange County Business Journal. My presentation - titled “Keys to Wealth Management [...]
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I’m very proud to announce that Matters at Hand is sponsoring the “Keys to Wealth Management” supplement in this week’s edition of the Orange County Business Journal. It’s an excellent resource to discover what you need to learn to handle all aspects of wealth management. My article discusses the results of our national market research [...]
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