Come to the Table Bookends Financial Planning

Happy International Women’s Day! For the latest episode of Come to the Table, Sarah Boston interviews her mother-in-law, Phyllis, who tells her story of being born in a small town in Italy and her experience of emigrating to the US as a young girl. The lessons from our parents and the experiences of our own lives shape the way we feel about money and financial decision making. It’s more than dollars and cents, it is legacy.

Join Financial Planner Sarah Boston as she interviews retired Financial Advisor Chandy Wilcoxon about her journey through care giving and advocacy for her brother, father, and mother.  

Get the New Year started with a fresh look at finances! Join Sarah Boston, Financial Planner, for this foundational webinar covering everything from budgeting to investing to planning.