November member webinar*: What’s next for your $$?

Managing your money moves with uncertainty ahead, featuring wealth advisor Amy Colton

Change brings uncertainty, and uncertainty isn't typically great for our sense of financial ease and security. If you're already in the middle of other transitions, from life to career, this may be a recipe for anxiety.

Luckily financial planner and start-up CEO Amy Colton is here to try to help allay some of our concerns.

Bring your financial questions** as we explore:

—Any tweaks that we should make to our financial planning and allocations before new government leadership takes office?
—Financial adjustments to make in the face of empty nesting or relationship changes
—Financial considerations when starting a practice or business
—How to downsize or rightsize to reprioritize your life
—Key mistakes women make around long-term financial plans
—Ways to immediately improve financial health

What else should we be asking Amy about???

About the speaker:

Amy Colton comes to the financial services industry after a successful career of more than 40 years in sales, management, and business development in the technology and pharmaceutical industries. During that time, she spent more than 20 years as an executive in sales and management at International Business Machines (IBM). She is a Wealth CFO, Certified Divorce Financial Analyst (CDFA®), and Family Law Mediator. Additionally, she has an accreditation as a National Social Security Advisor (NSSA®).

As a financial advisor she has devoted her practice to helping women going through major life shifts such as the loss of a loved one, divorce, retirement, or sudden inheritance. She believes that when going through a major life transition, you need to reevaluate your financial needs and goals by looking closely at how your life will change. This is a time when you definitely want financial and life planning.

* Optionality webinars are for Optionality members, free of charge. By registering for this webinar, you are agreeing to receive Optionality’s free newsletters for Public members. You may unsubscribe or upgrade to Premium membership at any time.

**This is not meant to replace having a relationship with a financial advisor of your own, but it hopefully will get you thinking about your current financial planning and any changes on the horizon for you.