I am available to lead discussions and workshops on sustainable investing, financial planning for unmarried couples or same-sex couples, money and values, general financial planning, and other related subjects. Please contact me directly for details.
No public events are scheduled at this time.
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|June 2017||Big Income Year? Consider a DAF|
|May 2017||Shareholder Rights Threatened|
|April 2017||Time to Rethink Reverse Mortgages|
|March 2017||Can I Throw It Out?|
|February 2017||How to Handle Uncertainty|
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