Broker Check

Video Media

Women & Wealth: Berni Stevens, PhD, Founder of TruNorth Divorce Solutions

Women & Wealth: Berni Stevens, PhD, Founder of TruNorth Divorce Solutions

This segment of Women & Wealth features Berni Stevens, PhD. Berni is the founder of TruNorth Divorce Solutions. In addition to her CDFA® designation, Berni is also a Certified Divorce Coach.

Watch
Founder's Message

Founder's Message

Learn about how our firm came to be, what we stand for, and how we can help you.

Watch
Women & Wealth: Organizing Your Finances

Women & Wealth: Organizing Your Finances

In this educational segment of Women & Wealth, we discuss best practices for organizing your finances that can remove much of the stress associated with living in an increasingly complicated world. Find out what financial records to keep, where to keep them, and for how long they should be kept.

Watch
Women & Wealth: Donna Connor, Nurse Practitioner

Women & Wealth: Donna Connor, Nurse Practitioner

Women & Wealth features Donna Connor. Donna is a Nurse Practitioner, mainly working in interventional cardiology. In this segment, we discuss shifts in hospitals due to Covid-19. Thank you to all of our healthcare heroes.

Watch
Women & Wealth: How Retirement Accounts Are Different

Women & Wealth: How Retirement Accounts Are Different

In this educational segment of Women & Wealth, we will be discussing how retirement accounts are different. Planning now can help you with diversifying your future retirement income and can also help avoid some tax pitfalls.

Watch
Women & Wealth: Stephanie Ann Ball, President of Stephanie Ann Ball Consulting

Women & Wealth: Stephanie Ann Ball, President of Stephanie Ann Ball Consulting

Our Women & Wealth series welcomes Stephanie Ann Ball, high-performance specialist and professional opera singer. In addition, Stephanie is the author of "Own Your Light: Becoming Your Favorite Self So You Can Bring Your Best to the World."

Watch
Women & Wealth: Required Minimum Distributions (RMDs)

Women & Wealth: Required Minimum Distributions (RMDs)

We are kicking off our educational series of Women & Wealth with Required Minimum Distributions (RMDs). In this segment, I will be discussing what an RMD is, why you have to take it, and how the CARES Act plays a role in 2020.

Watch
Women & Wealth: Patricia Burke, Founder of Whole Body Focus LLC.

Women & Wealth: Patricia Burke, Founder of Whole Body Focus LLC.

This segment of Women & Wealth features Patricia Burke, Certified Health and Transformational Coach and Founder of Whole Body Focus LLC. In addition, Patricia is the Co-Founder of Whole Health Co, LLC.

Watch
Women & Wealth: Meg McGinn, President of Osprey Health

Women & Wealth: Meg McGinn, President of Osprey Health

This segment of Women & Wealth features Meg McGinn, President of Osprey Health. On this episode, we talk about a few things you can do to improve your health and wellness. Watch all the way through for a surprise announcement!

Watch
Women & Wealth: Ashley Owens, Networking Concierge and Owner of Ashley Assists, LLC

Women & Wealth: Ashley Owens, Networking Concierge and Owner of Ashley Assists, LLC

Our Women & Wealth series welcomes Ashley Owens, Networking Concierge and Owner of Ashley Assists, LLC. Ashley works as a strategic partner for her clients during networking events. In this segment, we discuss quick ways to change your networking mindset.

Watch
Women & Wealth: Andrea M. Delligatti, Ph.D.

Women & Wealth: Andrea M. Delligatti, Ph.D.

Our Women & Wealth series features Dr. Andrea Delligatti. Of the many hats she wears, Dr. Delligatti is a business psychologist, executive coach, and mediator. We sit down and talk about real issues women face in their careers and how they can overcome them.

Watch
Women & Wealth: Abby Schwartz, Owner of Brainstorm Communications

Women & Wealth: Abby Schwartz, Owner of Brainstorm Communications

This segment of Women & Wealth features Abby Schwartz, Owner of Brainstorm Communications. Abby provides creative services and marketing consultation to hospitals and health systems. Watch as we discuss some tips for a successful work from home balance.

Watch
 Women & Wealth: Beth Ruggiero, Relationship Manager at Ruggiero Law Offices LLC

 Women & Wealth: Beth Ruggiero, Relationship Manager at Ruggiero Law Offices LLC

Our Women & Wealth series features Beth Ruggiero, Relationship Manager at Ruggiero Law Offices LLC. Beth loves helping people start living their retirement. In addition, her finance background allows her to help her clients understand the questions they should be asking their financial advisor.

Watch
Women & Wealth: Meredith McCann, Human Resources Manager of JPL Integrated Communications, Inc.

Women & Wealth: Meredith McCann, Human Resources Manager of JPL Integrated Communications, Inc.

Our Women & Wealth series welcomes Meredith McCann, Human Resources Manager of JPL Integrated Communications, Inc. Since the pandemic, Meredith has shifted how she connects with employees. In addition, she has taken time to become an advocate for herself, as well as other professional women.

Watch
Women & Wealth: Joanna Jane Bartholomew, CEO of O’Hara Development Partners

Women & Wealth: Joanna Jane Bartholomew, CEO of O’Hara Development Partners

Our Women & Wealth series features Joanna Jane Bartholomew, Chief Executive Officer of O’Hara Development Partners. O’Hara Development Partners develops healthy communities through rehabilitation of decayed properties.

Watch
Women & Wealth: Tanya Weddemire, District Design Manager, Ethan Allen Global, Inc.

Women & Wealth: Tanya Weddemire, District Design Manager, Ethan Allen Global, Inc.

Our Women & Wealth series features Tanya Weddemire. Tanya is a District Design Manager for Ethan Allen Global, Inc. Her passion for design began right out of high school, where she started her career in fashion. From there she gained experience in graphic design and went on to pursue her current career in interior design.

Watch
Women & Wealth: Cindy Axelrod, CFA ®, Associate Professor & Deputy Finance Dept Chair at the Fox School of Business

Women & Wealth: Cindy Axelrod, CFA ®, Associate Professor & Deputy Finance Dept Chair at the Fox School of Business

Meet Cindy Axelrod, CFA® on our Women & Wealth series. Before becoming an Associate Professor at the Fox School of Business, Cindy was a Portfolio Manager and Sr. Securities Analyst. In this segment, we cover the shift to online education and the opportunities that COVID-19 can bring to your investments.

Watch
Women & Wealth: Nancy “Autumn” Nessler, Principal of An Intentional Life, LLC

Women & Wealth: Nancy “Autumn” Nessler, Principal of An Intentional Life, LLC

This segment of Women & Wealth features Autumn Nessler, Principal of An Intentional Life, LLC. Autumn coaches professional women when they are pivoting from what they do to who they are.

Watch
 Women & Wealth: Lisa Meehan, Residential Realtor with Laurie Dau & Team

 Women & Wealth: Lisa Meehan, Residential Realtor with Laurie Dau & Team

Women & Wealth features Lisa Meehan, a residential realtor with Laurie Dau & Team. Prior to becoming a real estate agent, Lisa spent 25 years working at Merck Pharmaceuticals. On this segment, we discuss encore careers and current shifts in the real estate industry.

Watch
Women & Wealth: Lauren Simmonds, Author of "Find Your Fabulous: The Fearless Fashionista® Approach to Developing and Owning Your Style."

Women & Wealth: Lauren Simmonds, Author of "Find Your Fabulous: The Fearless Fashionista® Approach to Developing and Owning Your Style."

This socially distant segment of Women & Wealth features Lauren Simmonds. Lauren is the author of “Find Your Fabulous: The Fearless Fashionista® Approach to Developing and Owning Your Style.” In addition, Lauren is a mother, blogger, and product strategy manager.

Watch
Women & Wealth: Colleen Mordan, VP of Internal Audit at Qurate Retail, Inc.

Women & Wealth: Colleen Mordan, VP of Internal Audit at Qurate Retail, Inc.

This segment of Women & Wealth features Colleen Mordan. Colleen is the VP of Internal Audit at Qurate Retail, Inc. Qurate owns QVC, HSN, Zulily, and Cornerstone brands. In addition to audit, Colleen has backgrounds in accounting and FP&A.

Watch
Women & Wealth: Nicole Stephenson Director of the Society of Professional Women, MLCC

Women & Wealth: Nicole Stephenson Director of the Society of Professional Women, MLCC

This socially distant segment of Women & Wealth features Nicole Stephenson. Nicole is the Director of the Society of Professional Women at The Main Line Chamber of Commerce. In addition, she facilitates the MLCC’s Nonprofit Roundtable program.

Watch
Women & Wealth: Dr. May O’Keeffe of May O’Keeffe Orthodontics

Women & Wealth: Dr. May O’Keeffe of May O’Keeffe Orthodontics

Our second socially distant segment of Women & Wealth features Dr. May O’Keeffe. Dr. O’Keeffe has been a practicing orthodontist for almost 17 years and is the owner of May O’Keeffe Orthodontics in King of Prussia. She loves watching her patients grow and gain the confident smile they’ve always wanted!

Watch
Women & Wealth: Kate Diorio, Director of Pupil Services at Red Lion Area School District

Women & Wealth: Kate Diorio, Director of Pupil Services at Red Lion Area School District

Keeping our social distance! Meet Kate Diorio, Director of Pupil Services in the Red Lion Area School District. She is the homeless student and foster care liaison and truancy officer. In addition, she supervises school nurses, English language learning teachers, the mental health program and much more.

Watch
Women & Wealth: Lydia Terrill Esq., Family Law Attorney at Vetrano|Vetrano & Feinman, LLC

Women & Wealth: Lydia Terrill Esq., Family Law Attorney at Vetrano|Vetrano & Feinman, LLC

Meet Lydia Terrill! Lydia is an associate attorney at the firm of Vetrano|Vetrano & Feinman LLC. As a family lawyer, Lydia handles cases dealing with divorce, custody, child support, premarital agreements and more.

Watch
Women & Wealth: Jennifer Brango, Owner of Jennifer Brango Coaching, Co-Owner of Only Results Fitness

Women & Wealth: Jennifer Brango, Owner of Jennifer Brango Coaching, Co-Owner of Only Results Fitness

Meet Jennifer Brango! Jennifer is the Owner and Coach at Jennifer Brango Coaching and Owner Partner of Only Results Fitness! Her main focus as Coach is on go-getter, entrepreneurial-type women and takes them from "Metabolic Burnout to Kick-Ass" in her 12-week program and beyond.

Watch
Women & Wealth with Regina McCann Hess: Brigitte Ayoub, Certified Health Coach & Corporate Wellness Consultant

Women & Wealth with Regina McCann Hess: Brigitte Ayoub, Certified Health Coach & Corporate Wellness Consultant

Brigitte Ayoub, Certified Health Coach & Corporate Wellness Consultant, joins us for Women & Wealth. Brigitte helps employers and entrepreneurs reduce stress and gain energy so that they can be more productive at work and create that ripple effect for their employees.

Watch
Women & Wealth with Regina McCann Hess: Elizabeth Plasser Kelly, Esquire of Kelly Family Law, PLLC

Women & Wealth with Regina McCann Hess: Elizabeth Plasser Kelly, Esquire of Kelly Family Law, PLLC

Watch Women & Wealth and Elizabeth Plasser Kelly, Esquire of Kelly Family Law, PLLC! Liz provides thoughtful and strategic representation to those going through divorce, parents or grandparents seeking custody, or those seeking spousal support or child support.

Watch
Women & Wealth with Regina McCann Hess: Kristin Sharples, Ph.D, Senior Lead Medical Writer at Janssen Scientific Affairs

Women & Wealth with Regina McCann Hess: Kristin Sharples, Ph.D, Senior Lead Medical Writer at Janssen Scientific Affairs

Women & Wealth with Regina McCann Hess: Kristin Sharples, Ph.D, Senior Lead Medical Writer at Janssen Scientific Affairs

Watch
Women & Wealth with Regina McCann Hess: Karen Costello, Divorce Recovery Certified Coach

Women & Wealth with Regina McCann Hess: Karen Costello, Divorce Recovery Certified Coach

This segment of Women & Wealth features Karen Costello. Karen is a Divorce Recovery Certified Coach and Relationship Mentor.

Watch
Women & Wealth with Regina McCann Hess: Cassandra Moore of TMYK Group

Women & Wealth with Regina McCann Hess: Cassandra Moore of TMYK Group

This segment of Women & Wealth features Cassandra Moore. Cassandra is the founder of TMYK Group, which stands for The Moore You Know. Cassandra is also an ICF Certified Coach!

Watch
Women & Wealth with Regina McCann Hess: Karen Robinson at Amerisource Bergen

Women & Wealth with Regina McCann Hess: Karen Robinson at Amerisource Bergen

This segment of Women & Wealth features Karen Robinson, Account Executive at Amerisource Bergen!

Watch
Connect to Success: Ashley Owens & Regina McCann Hess

Connect to Success: Ashley Owens & Regina McCann Hess

Host of Connect to Success, Ashley Owens, interviews Regina about her networking approach and what it's like to be a woman in finance.  Most importantly, Regina shares some insights on what Forge Wealth Management will be up to in 2020!

Watch
Women & Wealth with Regina McCann Hess: Diane Miller at AVE Malvern

Women & Wealth with Regina McCann Hess: Diane Miller at AVE Malvern

Women & Wealth is a weekly video series where Regina interviews successful businesswomen about how they manage to balance an active professional life with a busy personal life, and the importance of planning for their financial future.

Watch
Talking Finance with
Cheldin Barlatt Rumer from
This Is It TV

Talking Finance with Cheldin Barlatt Rumer from This Is It TV

This Is It TV's Cheldin Barlatt Rumer interviews Regina about her firm and how she guides her clients through their financial journey while educating them along the way.

Watch