Successful Wealth Strategies, LLC

10/02/2026

Our next luncheon topic is coming up next week! Rest, Reset & Make Empowered Financial Decisions on Thursday, October 8th will be presented by Tammy Dungan, owner of Limitless Ladies Network. Tammy is women’s educator on sleep, stress and self-care. She is passionate about helping women implement holistic and practical strategies to thrive through all stages of life.

During this luncheon, Tammy will explore how one of the most important elements of well-being—sleep—can influence the way we think, feel, and approach our finances. A well-rested brain is better equipped to think clearly, regulate emotions, and make more thoughtful financial decisions. During this interactive luncheon, you’ll take a sleep quiz to discover your unique sleep chronotype and learn how your natural rhythms influence your energy and decision-making. You’ll also explore practical, holistic sleep strategies to help you rest more deeply and reset your mind, so you can approach your finances with greater clarity and confidence.

09/10/2026

Love this topic and looking forward to presenting it tomorrow!

Discover what the Money Archetypes can teach you about yourself and your relationship with money. We’ll explore the subconscious patterns and behaviors that influence your financial decisions—and discover how your Money Archetypes can serve as helpful guides toward greater awareness, intentional choices, and a more empowered relationship with money.

08/10/2026

No topic this week. Just wonderful ladies with dynamic conversation! We would be happy to have you join us🌻

08/10/2026

Wow! This is actually great news... the $ Taboos are breaking down! To see the younger generations are moving toward transparency and talking openly about one of the last remaining taboos is great! With awareness we can learn to choose differently and make smarter more aligned $ decisions that support or progress and goals!

Gen Z is openly sharing budgets, spending limits and salaries online, breaking long-held taboos around personal finance amid high living costs.

06/07/2026

Looking forward to Leveraging Travel – For Your Business & Personal Use presented by Aymanie Nelson & Linda Landry representing InteleTravel.

Learn how to make travel more rewarding, affordable, and enjoyable through smart strategies for both business and personal use. From points and perks to insider tips and tools, this luncheon will leave you inspired for your next adventure!

06/07/2026

For those of you that came to the From Posts to Profits – A Social Media Strategy for Women in Business with Caitlyn Grad Marketing. Here is a nice summary of the archetypes we learned about!

Last week I ran a workshop for women business owners on why social media feels so hard (spoiler: you're trying to be everything to everybody).

The brands that win? They pick ONE content lane and commit for 6 months minimum.

Here are the 4 lanes:

1. The Teacher:
You have expertise and explain it.
Example: "Why homes are sitting longer right now" or "Roth vs Traditional IRA — which one?"

2. The Cheerleader
You help people transform — your content proves it's possible.
Example: Client wins, before/afters, "How this couple bought their first home in 6 months"

3. The Storyteller
Something genuinely interesting happens behind the scenes.
Example: Follow-alongs, day-in-the-life, "What happened at today's open house"

4. The Problem-Solver
You solve small, practical problems.
Example: "3 expenses you're forgetting to write off" or "What to do the week before closing"

Your action plan:
- Pick your lane
- Post 1-2x/week (that's it!)
- Batch film everything monthly (2-4 hours)
- Show up consistently for 6 months
- Trust the process — traction comes month 4-5

You don't need a massive team or budget. You need a system and consistency.

Which lane are you? Drop it in the comments 👇

05/20/2026

Having a nice morning at the 61st Annual Awards Breakfast for Avon / Canton Chamber of Commerce

05/07/2026

Our next luncheon topic, From Posts to Profits – A Social Media Strategy for Women in Business on Thursday, May 14th. This topic will be presented by Caitlyn Grad of Caitlyn Grad Marketing.

Most women business owners know they should be showing up on social media, but without a real system, it stays exhausting, inconsistent, and hard to measure. This workshop cuts through the noise and gives you a practical framework you can use immediately, no matter your industry or team size.

In this session you'll discover the six brand content archetypes, and which one fits your business right now, so you stop guessing and start posting with purpose. You'll learn how to structure your content so it builds momentum month over month, how to think about your team (even if that team is just you), and how to treat your social media presence for what it really is: a compounding financial asset.

You'll leave with a clear content identity, a simple system to follow, and the confidence to show up consistently online, because when women build powerful brands, the revenue follows.

04/02/2026

This is a great event for those 50+ looking to change careers, get back in the work force or gain valuable financial insights!

I am looking forward to presenting the Financial Wellness & Goal Setting workshop on the last day, April 30th in Avon.

Of course I will be staying to meet everyone and talk more closely with the participants at the Networking event after!

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