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Laurent Harrison, CFP®
Investment Advisor, Financial Planner
Rohan Nayak, CFP®
Prepare now for later-stage-of-life transitions, such as children leaving home, career change, divorce, loss of a loved one, and retirement, all of which will impact your finances. We will provide you with tips for successfully surviving transition, a checklist, and strategies to help you maximize your future social security benefits.
Click here to download our
Major Life Events Checklist.