I’ve decided to record a series of videos providing a little introduction for each section of the “What You Need to Know Kit.” In each video, I provide you with a little taste of what the kit offers. Be sure to check them out on my videos tab!
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It’s funny how the theme of so many blogs seems to be building multi-connected relationships with people! Last week First American Trust hosted a luncheon at its campus headquarters to celebrate our OCBJ supplement “Keys to Wealth Management.” I thought this would serve as an excellent opportunity for everyone in the supplement to meet each [...]
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As we encounter life transitions, such as marriage, divorce, children, or the death of a loved one we are often overwhelmed by the event and sometimes overlook one of the most significant aspects of the change – our wealth. I had the opportunity to have lunch recently with Lisa Hughes, JD, CPA Partner at Hughes [...]
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As you know, one of my passions is bringing people, resources and organizations together. One of the many connections I have made was introducing Michael Gerber to NAWBO. After meeting, NAWBO asked Michael to join them by giving a presentation focusing on his specialty, how to succeed as an entrepreneur at a NAWBO-OC dinner meeting, [...]
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I am on the Leadership Council of the Women’s Empowerment Portfolio for Orange County United Way, and I am excited to share that WEP and OCUW will co-host the first women’s summit event, “Illuminating the Needs of Women and Girls in Orange County” on Sept. 19. It should be an amazing event, with three panel [...]
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