Need a Speaker?

Over the years, Julie has presented on a national and local level before attorneys, accountants, financial service professionals, and the general public.  She welcomes the opportunity to address groups that have an interest in retirement security, investment principles, creating retirement income, taxes, and other personal finance issues that concern or confuse the average person who needs to invest prudently. If you would like Julie to speak to your employees, members, or associates, contact for more information.

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Latest Blog

  • 2013-06-19

  • How do I love thee PR? Let me count the ways...