Exploring Life Transitions: Financial Planning for

Clients Experiencing Major Change 

(1 CFP® CE Credit*)

Client life transitions come in many forms—from marriages, babies, and new home purchases to divorce, death, or a serious terminal illness. Join us as we review recent research on life transitions, the major financial changes that come with them, and how to use technology to plan for them. Plus, we’ll have a fireside chat with financial planner and Certified Financial Transitionist, Hannah Moore, CFP®, CeFT®, to learn how she applies her knowledge and skills to her client relationships.

*CFP Credits not applicable for viewing the recording

Sasha Grabenstetter, AFC®, BFA™
Financial Planning Education Consultant
Hannah Moore, CFP®, CeFT®
Owner and Principal Financial Planner
Guiding Wealth