Career Transition Planning Workshop

Why Attend?

• Secure Your Financial Future: Learn effective strategies to maintain financial stability during your career transition, ensuring you and your family are well-protected.
• Expert Guidance on Transition Planning: Receive personalized advice on budgeting, savings, and investment adjustments tailored to your new career path.
• Optimize Tax and Retirement Benefits: Understand the tax implications of your career change and discover how to make informed decisions regarding your retirement plans to maximize benefits.

This workshop is essential for anyone considering or undergoing a career change and looking to take control of their financial planning. Don't miss this opportunity to equip yourself with the knowledge and tools necessary for a successful transition.

Info: In the introduction, we’ll begin by getting to know each participant and their career transition goals. A financial advisor will briefly explain how they can assist with managing finances during this change, offering personalized strategies for budgeting, saving, and investing for the future.

Info: In closing, we’ll recap key takeaways and next steps for managing your finances during your career transition. A financial advisor will be available to answer any remaining questions and offer personalized advice, ensuring you feel confident in your financial plan moving forward.

Host or Publisher PacificView Wealth Management