Storyteller Inspiring Legacy and Longevity Planning | Empowering Widows Financially
As a zesty Boomer, I’m gratefully continuing to create and contribute. I'm happily using my skills and experience to encourage others to live their best lives.
Now in my 78th year, I love being "reFired"! That’s NOT vintage retirement. Instead, this chapter is about family, fun, focused-purpose, friends, and fitness.
I still pen pieces about widows and money while writing legacy stories and poems. I continue speaking at selected conferences and lifelong-learning centers. Plus, I help charitable organizations grow their endowments.
Since my guidebook for widows was published, I've moved forward in many ways. So can you after a significant transition such as the death of a spouse or retirement. Reinvention is exhilarating! I hope the tools and articles on my site pique your interest.
Want the full story of origin from my heart? Go here to read that.
Thanks for your interest in my work.
It's time to claim your strength, embrace resilience, and soar to new heights. Honor your past while seizing the present and purposely planning for the future. Can be transformative!
Upcoming Out & About
March 6, 2024 - "Charitable Gift Planning for Women Before, During, and After Transitions in Life" panel discussion at the Charitable Gift Planners of Tampa Bay meeting in Tampa, FL
March 16, 2024 -"Financially Navigate the Three Stages of Widowhood" at Camp Widow in Tampa, FL
March 23-24, 2024 -"Three Stages of Widowhood Case Study" and "Legacy Philanthropy" for the Financial Transitionist Institute/SHIFT conference at World Disney World Swan Resort, FL
2024 -"Planning for Philanthropic Impact" graduate course at The American College of Financial Services