Loopwell x Merrill Lynch: Financial Well-being

Life transitions often arrive without a playbook. Divorce, the loss of a spouse, empty nesting, career disruption, or stepping into retirement can leave even the most capable people feeling overwhelmed, uncertain, and quietly anxious about money and the future. This fireside conversation is designed to meet you exactly where you are. Not with lectures or sales pitches, but with honest dialogue, empathy, and grounded guidance that acknowledges both the emotional and practical realities of navigating financial decisions during change.

Through an intimate fireside chat with trusted experts and lived experience, we will explore how financial wellbeing connects deeply to our overall quality of life. You will gain clarity on the essential pillars of wellbeing, understand why financial decisions feel heavier during transition, and leave with a renewed sense of agency around what your next chapter could look like. Expect space for reflection, meaningful conversation, and connection with others who are navigating similar moments. You will leave feeling less alone, more informed, and better equipped to move forward with intention, confidence, and care.

Who this is for:

This gathering is for individuals who are navigating a meaningful life transition and want thoughtful, human-centered guidance around money, wellbeing, and what comes next. You may be:

• Experiencing divorce, loss of a spouse, empty nesting, retirement, or a career transition
• Feeling overwhelmed or uncertain about financial decisions and craving clarity without judgment
• Carrying quiet stress about managing money alone or planning for the future
• Curious about how financial wellbeing connects to emotional health, identity, and quality of life
• Looking for a safe, supportive space to listen, reflect, and ask real questions
• You don’t need to have everything figured out. You just need to be willing to show up as you are.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Loopwell