Successful Wealth Strategies, LLC

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!

https://www.facebook.com/share/p/18Fx1q9X3P/

Untapped Potential is partnering with Senior Job Bank to deliver Next Chapter Success, a free career service designed to support those making a career transition.

03/05/2026

Looking forward to next luncheon topic, Bookkeeping Basics – Building Confidence with Your Numbers on Thursday, March 12th. You will not want to miss this Dynamic Topic presented by Natalie Olmstead, CPA and owner of Valley Bookkeeping LLC.
Natalie will have a lot of tips and info to share as well as answering your questions! So, whether you manage your own books or just want greater financial clarity, this session aims to leave you feeling more confident and informed!

02/09/2026

Our next luncheon topic will be Loving Our Health & Wealth on Thursday, February 12th.
Enjoying our wealth really goes hand in hand with our health. We have so many lovely healers in our group with services, products and offerings. I will have a little bit to say on our wealth, and we will hear from other ladies in our group on the health!
This will be a dynamic, informative and loving luncheon you will not want to miss!♥

01/21/2026

This is a great article and explains the same process in rewiring and feeling good and calm within our relationship with money. If you have had some strong non ideal money patterning growing up it takes time and patience to begin to trust and feel supported by the money in our lives. Knowing it will be there to take care of us when we need it. Slow…steady…new thoughts…looking for the positive evidence… changing how we see it…and the world around you one day looks and feels different in a positive way.

How long term stress rewires your sense of safety

12/12/2025

Thank you for coming today, ladies! It was truly wonderful to spend time with such warm, genuine, and like-minded women. Thanks for sharing all the beautiful gifts and your time today! Love to you all and blessings for an amazing holiday season and 2026! 😘

11/12/2025

Having fun at Avon Plumbing and Heating!

11/05/2025

Looking forward to our next luncheon topic, Making Cents of Taxes - Tax Tips and Updates on Thursday, November 13th with Ashleigh Martin, CPA and owner of AEM Accounting, LLC. So much is always going on in the world of taxes. So, it is that time of year again where we can get some tips and updates before year end! We have a way of making tax conversations fun! So come along and enjoy the conversation!