Accredited Investment Fiduciary®
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I am pleased to offer the following complimentary Webinars to help you learn more about using your wealth to benefit your family and others while you are alive and well.

Please click on the title of the Webinar below that you want to register for.

Scroll to ‘The Cocoon and the Butterfly’ story below.

Do YOU Want a Living Estate Plan?

February 5th Wednesday at 5 pm eastern time
February 13th Thursday at 7:30 am eastern time


What is Meaningful Wealth?

February 6th Thursday at 5 pm eastern time
February 11th Tuesday at 12-noon eastern time


Impactful Gifting … with Your Wealth

February 5th Wednesday at 7:30 am eastern time
February 11th Tuesday at 5 pm eastern time


Define Your Role using Your Wealth for Others

February 4th Tuesday at 12-noon eastern time
February 13th Thursday at 5 pm eastern time


The Webinars are limited to 6 people for each session due to the highly interactive structure of the session.

To get the most out of your valuable time, create a quiet space with no interruption so you can reflect on the topics and questions presented.

To maintain confidentiality, the Webinars will include just audio with your first name for identification, not a video feed of you. I will provide a video feed for visuals.

Please register including your name, occupation, email, and phone number. Following the Webinar, you will be sent one follow up email to critique and determine if you want a follow up call. There will be no other solicitation.

Interested, but want to talk privately about this? Click to schedule a Call or an Appointment

Not sure what this is all about? Read about ‘The Cocoon and the Butterfly Story’ below.


The Cocoon and the Butterfly

A man spent hours watching a butterfly struggling to emerge from its cocoon. It managed to make a small hole, but its body was too large to get through it. After a long struggle, it appeared to be exhausted and remained absolutely still.
The man decided to help the butterfly, and, with a pair of scissors, he cut open the cocoon, thus releasing the butterfly. However, the butterfly’s body was very small and wrinkled and its wings were all crumpled.
The man continued to watch, hoping that, at any moment, the butterfly would open its wings and fly away. Nothing happened; in fact, the butterfly spent the rest of its brief life dragging around its shrunken body and shriveled wings, incapable of flight.
What the man – out of kindness and his eagerness to help – had failed to understand was that the tight cocoon and the efforts that the butterfly had to make in order to squeeze out of that tiny hole were Nature’s way of training the butterfly and of strengthening its wings.
Sometimes, a little extra effort is precisely what prepares us for the next obstacle to be faced. Anyone who refuses to make that effort, or gets the wrong sort of help, is left unprepared to fight the next battle and never manages to fly off to their destiny.

—Author Unknown


As your trusted advisor,
I can help make your gifts
‘Strengthen the Wings’
Of the people you care about


Interested, but want to talk privately about this? Click to schedule a Call or an Appointment