In the News

Wrote article May 15, 2018 "Get Your Financial House in Order – Just in Case"

Wrote article February 21, 2018 "Post-Divorce Money Tips to Prepare for the Next Stage in Life"

Quoted in May 2018 Financial Advisor Article "Financial Advisor: The best job for working moms?"

Quoted in June 2017 on Forbes "What You Really Should Be Saving For Retirement"

Quoted in June 2017 on Investor's Business Daily "Advisors at Home: How they Teach Kids About Money Matters"

Quoted in May 2017 on CNN Money "How Can I Save for Retirement if I Don't Have a 401(k)?"

Quoted in April 2017 Reuters Article "Your Money: Older Couples Ponder Financial Impact of Divorce"

Quoted in December 2016 CNBC Article "As Markets Soar, It May be Time to Rebalance your Portfolio"

Quoted in December 2016 CNBC Article "How to Deal with your 2016 Capital Gains Distributions"

August 2016 – Cindy wrote an article for MarketWatch Retirement Weekly titled "Gray Divorce and Retirement"

Quoted in January 2016 CNBC Article “Do-It-Yourself Retirement for the Self-Employed.”

Lifestyle Events

October 23, 2018

Protect Yourself from Cyber Fraud & Identity Theft – featured speaker Dean Hancy

October 26, 2017

Genealogy: How to Get Started – featured speaker Audrey Leonard

April 25, 2017

Organizing It All: Tips and Tricks to Help You Conquer Your Clutter – featured speaker DeeDee Welles

June 29, 2016

Using Your iPad & iPhone: Tech Tips, Tricks, Advice & More! – featured speaker Chris Pahl

May 12, 2015

Attracting Butterflies to Your Garden – featured speaker Cathy LeVahn

Nov 5, 2014

Learn How to Protect Yourself from Cyber Fraud & Identity Theft – featured speaker Dean Hancy

September 17, 2014

A La Mode Wardrobe Consulting – Styling Techniques and Fall Fashion Trends – featured speaker Carly Gatzlaff

June 25, 2014

Helping Your Young Adult Child Succeed in Today’s Job Market – featured speaker Karen Kodzik


Other Speaking Events

January 15, 2014

5 Retirement Strategies to Build Financial Security – Abdo, Eick & Meyers, LLP

November 11, 2015

Planning for Your Retirement - American Engineering Testing

Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a complimentary Discovery Meeting Consultation.