Financial Strategies to Support your Brilliant Life

There comes a time in our careers when we start to look beyond the “what” we are doing and shift to the “why” we are doing it.

The 5-to-10-year runway before we pivot from our traditional careers is a critical time, especially since our next chapter can last more than 25 years. And it is essential to pause and explore if we are living a life aligned with our values and purpose so we can truly live our best lives.

Are you thinking about what comes next?

The Transitions Exchange invites you to a virtual Lunch-n-Learn. Join CFE member Barbara Best, Principal and Founding Partner of Capital Strategies Group as she shares strategies to move forward more boldly and confidently today and into your post professional life. This engaging and interactive program will help you:

-      Gain clarity about your identity, what is important to retain and how do you want your identity to evolve.

-      Pinpoint your core values and uncover potential gaps in your priorities and the choices you are making.

-      Learn how to build financial roadmap to fulfill your life plan and evaluate “what if scenarios” to uncover the possibilities and move forward with greater confidence.

-      Discover common pitfalls to avoid that can impose limitations on future choices.