Smart Planning for Every Stage of Life

Name: Smart Planning for Every Stage of Life
Start: 2025-10-16T16:00:00-04:00
End: 2025-10-16T19:00:00-04:00
Location: Ithaca Marriott Downtown on the Commons

Schedule

Thu Oct 16 2025 at 04:00 pm to 07:00 pm

UTC-04:00

Location

Ithaca Marriott Downtown on the Commons | Ithaca, NY

Life doesn’t come with a manual, but what if you had a roadmap for protecting yourself at every life stage?
From launching your career to growing a family, facing unexpected changes, or preparing for retirement, each life stage brings important financial and legal considerations. To help you stay informed and protected along the way, our panel of professionals have gathered the most common questions and challenges they hear from clients and organized them into four key life stages.
Our "smart planning" life stages are: Building Your Foundation, Establishing Home & Family, Life Transitions, and Retirement.
So grab a drink, get comfortable, and join our panelists as they share their best tips, real stories, and lessons they’ve learned throughout their careers. After the panel, stick around for a Q&A and cocktail hour where you can ask your own questions and connect with the speakers.
Price to register is $10 per guest, which includes validated parking in the Marriott garage, hor d'oeuvres, and your first drink on us! We hope to see you there!