Life can change quickly. Retirement, widowhood, divorce, caregiving, health concerns, selling a business, stepping away from work, or helping adult children can all create important financial decisions that deserve thoughtful attention. 

This Lunch & Learn is designed to help women, families, and business owners better understand how major life transitions can affect their financial picture and why planning ahead can help create more clarity, confidence, and direction during times of change.

We'll discuss:

• Common life transitions that may require a financial review
• Why retirement, widowhood, divorce, caregiving, and business changes can affect financial decisions
• Planning conversations to consider before a major transition happens
• How family responsibilities and adult children may factor into financial planning
• Why having a coordinated financial, tax, legal, and estate planning conversation may be important