Two years before I was widowed, I created “A Wife’s Guide to Financial Intimacy” to teach women about the need for financial participation in their marriage. Just as I was launching the seminar in the public arena, my husband died suddenly in an accident. The information I had researched to teach other women helped save my life.

"I believe in getting information from people who have no vested interest in your money. I'm not on anyone's payroll, I don't make money off of your money, my income doesn't depend on your choosing my advice. I can be honest and transparent in helping you look out for your best interests.  I'm not a broker of anything. All I sell is are the books I wrote and the seminars and talks I give."

As a member of the American Society on Aging, I was an invited speaker at the 2006 annual convention and the NorCal 2009 Financial Planners Conference. I have presented seminars for New York Life, Allstate Life, Merrill Lynch, Coldwell Banker and financial and estate planning firms. I lead seminars for women and talk to financial planning and legal organizations about the importance of helping their clients initiate intergenerational conversations about money, love and legacy.

My latest book “Money, Love & Legacy: Conversations that Matter between Generations” was published in 2010 and is available here.