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  • Stacey
  • April 15, 2024
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Break-Out Session

How to Flourish Through Life’s Big Changes – Financial Strategies for Women Facing New Beginnings

When life changes are significant – like a divorce, the loss of a spouse, a career change, or retirement – the ensuing feelings of worry and uncertainty for women can be overwhelming. One of the most prominent concerns typically revolves around financial stability and gives rise to questions such as: How will I manage my finances? Am I making the right decisions to secure my future? How can I bridge the gap between where I am now and where I want to be?  Too many women grapple with these worries, largely due to a lack of access to the right financial advice and knowledge along with a low level of self-confidence. The consequences of not addressing these issues can range from short-term financial instability to long-term financial hardships. However, there is a way forward, a way to transform worry into action, uncertainty into clarity, and fear into empowerment.

In this session, our guest speakers, Phil Weiss (view bio here) and Megan Kopka (view bio here) of Apprise Wealth Management, will walk you through the 5 steps to help you embark on a journey to transform financial worry into financial independence.

Note: Phil and Megan will each be available for 10-minute private consultations in Room A306 from 12:30-1:45 PM. Reserve a timeslot on the sign in sheet just inside A306 after their Break-Out Session concludes.

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