Category Archives: Event

Loved doing this presentation on Women & Money in San Antonio!

Just got back home to South Florida from doing a weekend presentation on Women & Money in...

Join Us for RIA Practice Management Panel!

Looking forward to moderating our panel Thursday, October 23 on Best Practices for Running a...

Volunteering for CFP® Exam Development in Washington D.C.

Lucky me! It was gorgeous, sunny weather in Washington D.C. last week, where I was...

When I’m 64: Planning for Aging Clients

Do you know what keeps your aging clients up at night? Are you engaging with...

7 Financial Experts Share Their 2024 New Year’s Resolutions

It’s not everyday that your financial advisor will tell you to spend money, but that...

Why Young Women Should Start Their Career With a Great LinkedIn Profile

Just gave a presentation last night to my Invest in Girls group about why it’s...

10 Top Reasons to Invest in a 529 College Plan Right Now

Financial Advisors: Are you up to speed 🏎️ 🏁 on all the changing new 2024...

Money Confidence for Women

Talking to women about money is my passion. I love helping women build their money...

Mari Shares NextGen Money Tips With Claremont McKenna College Students

Thank you again to the Berger Institute at Claremont McKenna College for inviting me to...