Our latest Educate Empower Roundtable explored ways to navigate life’s many transitions — those we plan for and those that take us by surprise — with more confidence and clarity.
It featured an insightful conversation with panelists Tracy Wheeler, LCSW, a therapist who discussed building the right support team; Sarah Tims, CFP® at Curi Capital, who shared ways to gain a better understanding of personal finances; and Jim Duggan of DUGGAN BERTSCH, LLC , who outlined how thoughtful estate planning can protect assets and autonomy, especially following a divorce.
Watch the video of the discussion here:
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