Speaking Engagements

I love connecting with the community and sharing practical information about estate planning, aging, and preparing for the future.

Over the years, I've had the privilege of speaking at Rotary Club events, fairs, senior living communities, real estate offices, and professional groups. Whether I'm speaking to a small group or a larger audience, my goal is always the same: to provide practical guidance, answer questions, and help people feel more confident about planning for themselves and their families.

I also regularly record educational programs for Rossmoor TV, Channel 1083, covering estate planning, successful aging, and preparing thoughtfully for the future.

Watch a Recent Presentation

Feeling Ditzy & Wobbly: Time to Start Planning

In this Rossmoor TV presentation, I talk about what I call the “Ditzy & Wobbly” stage of life—that period when you are still fully engaged and making your own decisions, but you may be noticing that certain things are becoming a little harder. I discuss why this can actually be one of the most valuable times to review your estate plan, simplify your affairs, and begin preparing for what may come next.

If your organization is interested in hosting a presentation, I'd be happy to discuss topics, scheduling, and how I can provide value to your group.