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
Fill out the form to register!
Presented by members of EP Wealth's Financial Planning Team:
Alina Narr, CFP® Brett Panziera, CFP® Nicole Simpson, CFP®
Senior Financial Planner Financial Planner Financial Planner
