Let’s Bring Planning to Your People
Estate planning is one of those topics everyone knows they should think about — and almost nobody wants to start. That's where I come in. I love taking this conversation on the road, meeting groups where they are, and making the whole subject feel a lot less intimidating and a lot more doable.
Whether you're organizing a lunch and learn, a community event, a small group gathering, or something in between — I'd love to show up for you.
WHO CAN BENEFIT FROM THIS?
Offices and Businesses · Book Clubs
Vendor Events · Community Organizations Churches and Faith Communities · Schools
WHEREVER YOUR PEOPLE GATHER, I’LL BE THERE
Topics & Presentations
WHAT WE CAN COVER TOGETHER
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From Diamonds to Downsizing: When to Review and Update Your Estate Plan
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Demystifying Estate Planning: Basic state planning documents and what they actually mean
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Essential Estate Planning for young adults and college students
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Planning for families with minor children
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Estate planning for solo seniors
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The importance of updating your beneficiary designations
Not seeing what you need? I love a good curveball — reach out and let's build something customized for you.
Invited Lectures & Professional Presentations
THE LAWYER UNSCRIPTED: STORYTELLING, IMPROV, & ETHICAL COMMUNICATION
Mecklenburg County Bar Assc.
Fall 2026
THE BIGGEST CONVERSATIONS YOU'RE NOT HAVING
How To 20-Something Podcast
May 2026
FINANCE BOOT CAMP
The Finance Bar Retreat
Oct. 2026
WINE AND WILLS
An informal discussion demystifying the estate planning process
March 2026
WOMEN OF WELLNESS
The Beauty Boost Spring Wellness Event
May 2026
LEGAL LAB: ESTATE PLANNING
Mecklenburg County Bar Association and Charlotte Mecklenburg Library
February 2026
