Recorded: October 28th, 2020

12:00 pm (PST) / 1:00 pm (MST) / 2:00 pm (CST)

In this webinar, we hope to guide you through things you may need to consider while navigating life's transitions such as retirement, disability, loss of a loved one, and divorce.  Here at EP Wealth Advisors, we want to start the conversation and emphasize the importance of having a plan in place. We see the value in each person becoming educated about their family's finances and how to better face times of transition that can often times be stressful.


We’ll cover:

  • Retirement - How finding your passion can help you thrive in the four stages of retirement

  • Disability - Dealing with insurance and being proactive 

  • Loss of a loved one - Where to start and next steps 

  • Divorce - Common mistakes to avoid 


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Presented by members of EP Wealth's Financial Planning Team:


alina circle            Brett circle           nicole circle

             Alina Narr, CFP®                Brett Panziera, CFP®         Nicole Simpson, CFP®   
         Senior Financial Planner      
      Financial Planner                   Financial Planner      



Fill out the form to watch the webinar!