Coast to Coast Financial Planning

Cape Cod women, join me at this event!

✨Are you ready for the Unfiltered & Unstoppable Women's Symposium! 🗓️✨ Mark your calendars for Tuesday, October 6th ( 1 Month Away) at Margaritaville Resort Cape Cod—this is the day dedicated to stripping away the "shoulds" and "supposed-tos" of leadership so you can claim your brilliance and own your story.

If you haven't grabbed your ticket yet, here are 5 reasons you won't want to miss out:

1. 🎤 Powerhouse Keynote Speakers
We are bringing national powerhouses Gina Hatzis -Too Much Woman and Alison Maloni to the stage! Blending raw emotional storytelling with expert media savvy, they will deliver heart-centered talks designed to spark authentic leadership, radical visibility, and unapologetic self-expression.

2. 🌟 Celebrating Local Icons
True impact has no expiration date! During our special midday celebration, we’re pulling back the curtain on six inspiring local Cape Cod icons—women who, after turning 60, continue to step into their power, lead in our community, and pave the way for a lasting legacy.

3. 🤝 High-Impact Community & Connection
No stuffy networking here. You’ll be surrounded by an energetic room of local entrepreneurs, professionals, and changemakers. It’s a space to build genuine relationships with women who are ready to lift each other up.

4. 🛍️ The Local Business Showcase
Explore our dedicated vendor showcase featuring businesses committed to supporting your personal and professional well-being. Discover local products, meet inspiring partners, and support the Cape Cod business community.

5. 🥗 A Full Day Dedicated to You
Sometimes you need to step away from the daily grind to re-align with your goals. Your ticket includes a full buffet lunch, seasonal refreshments, door prizes, lots of laughter, and a day designed to leave you feeling completely recharged.
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🎟️ Spots fill up fast—don't wait until October!

https://app.glueup.com/event/unfiltered-unstoppable-womens-symposium-177362/?pk_campaign=widget-event-list

Proud to be a volunteer who delivers these meals

This is an informative and educational episode, I love working with both Retirment Analyzer and Bob to help clients

Your Client's Biggest Retirement Asset Might Not Be In Their Portfolio | The What If Show EP007 For most of your clients, 40 to 80% of their total net worth is sit...

In case you missed our SUMMER newsletter...

Summer Newsletter - 2026 Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Here it is! This year I sponsored a shark for the Chatham Chamber of Commerce & Merchants Association , available to bid on #140 at the link in the comments . The sharks and whales are up until August 14th, a must see!
Thanks once again to the very talented Cate Raphael

Do you know someone caring for a loved one at home with dementia? Check this new Medicare program out! https://conta.cc/4eHk1YV

Spring Newsletter - 2025 Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Have you heard about the new MEDICARE GUIDE program we highlighted in the latest e-newsletter?

If you have a loved one at home with a dementia diagnosis, there are now benefits available that may help you as a caregiver. Check out the details on the link to learn more and how to get qualified. It's just a phonecall. And once again, Medicare Advantage plans do NOT qualify. FYI https://www.coasttocoastfinancialplanning.com/long-term-care-options.14.htm

Look for our shark! Photo in comment, painted by the talented Cate Raphael

Every summer Kate Gould Park transforms into Cape Cod's largest outdoor art show, and this year is going to be stunning. Local artists, beautifully designed whales and sharks, and a summer long celebration of community and coastal culture running June 16 through August 14.

At the close of the display every piece is auctioned, with 50% going straight to the artist and the rest supporting local nonprofits and Chatham community events. Free to enjoy and meaningful to support!