Thank you, XYPN, for having Peachie speak at your conference!

As financial advisors, we know that technical knowledge alone isn't enough to build a thriving practice. The true differentiator is our ability to connect with clients on a human level and establish deep, lasting trust.

I'm not an accountant, but I know how stressful tax season can be, especially when you’re down to the wire. If you’re reading this with just one day left before the deadline, take a deep breath—you’re not alone, and there’s still time to get through this. I even included some helpful links and documents for you.

Are you looking for straightforward answers about aging well? I'm excited to share a valuable resource I've not only been featured in but also contributed to: Oliver C. Brown's "Aging with Health, Happiness & Wisdom: Everything Seniors Need to Know But May Not Know... All in One Place."