This virtual workshop is designed for those navigating transitions in their lives—career shifts or changes, retirement planning, empty nests, or life pivots. It blends practical financial strategies with personal reinvention tools to help participants create a clear, intentional path for their “next chapter.”
Participants will: * Clarify what matters most for their next phase of life * Gain strategies to financially support their vision * Identify roadblocks—emotional, mental, or financial—and how to overcome them * Leave with a simple, actionable next step
