Karen Decants
Since I joined financial services over 20 years ago, I have been hearing about the impact of aging baby boomers. Have you ever heard the pig in the python metaphor? The boomers are the chunky pig moving gradually inside the…
Peggy Raley-Ward, Nassau Valley Vineyard
Grab a glass of wine as Bernadette hosts Peggy Raley-Ward, founder and proprietor of Nassau Valley Vineyard, who will paint a verbal picture of her beautiful winery, detailing its history, wine tours, and events before highlighting one of her favorite…
Emily Guy Birken – Changing Your Money Mindset
Grab a glass of wine and join Bernadette as she welcomes Emily Guy Birken who introduces concepts that will help you better understand your own money psychology so you can make better financial choices. Many of our financial decisions stem…
Kathleen Rehl, Ph.D., CFP®, CFTTM – Writing Your Legacy Letter for Family and Friends
We once again welcomes Kathleen Rehl, author of Moving Forward on Your Own: A Financial Guidebook for Widows”. Your estate plan specifies what you want done with your money and possessions after your death. But, your life’s treasures extend beyond…