A spouse’s death is possibly the most devastating event a woman will experience. Dr. Kathleen Rehl, knows the difficult emotions widows face and helps them move forward. She shares common fears around money that widows experience, exercises that encourage financial…
Karen Coyne will address five attributes of successful financial clients. Learn about behaviors that can contribute to a positive outcome, and to recognize behaviors that could be holding you back. Lisa Baker Hinton has experience at prestigious wineries on both…
Grab a glass of wine and chat with 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 wines.…
Karen has been in the financial industry for 25+ years, running the accounting business she and her late husband owned. His sudden death helped her realize the need to assist others in organizing, recording and reviewing the crucial documents of…