Financial Resources

Practical guidance on Medicare, retirement planning, life insurance, and building lasting financial security — written in plain language for real people.

Financial Resources — Finance With Nance

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Events & Workshops

Join Me In Person or Online

I regularly host workshops, webinars, and community events designed to make financial planning more approachable. Whether you're just getting started or looking to refine your strategy, there's a seat for you.

Webinar

Financial Literacy 101: Building Your Foundation

Coming SoonOnline — Zoom Webinar

A beginner-friendly session covering budgeting basics, understanding credit, and the first steps toward building a financial plan that works for your life.

Webinar

Medicare Made Simple: What You Need to Know

Coming SoonOnline — Zoom Webinar

Demystifying Medicare enrollment windows, plan types, and how to avoid costly coverage gaps. Ideal for those approaching 65 or helping a loved one navigate their options.

Workshop

Retirement Ready: Planning for the Life You Want

Coming SoonTBD — Orange County, CA

An interactive workshop exploring retirement income strategies, Social Security timing, and how to create a plan that supports your goals — not just your account balance.