What Now? Building Your Path Forward

Life doesn’t always go according to plan—and neither do our finances.

A new career, growing family, caring for a loved one, preparing for retirement, or simply realizing your priorities have changed can leave you wondering, “What now?”

Join Financial Advisor Rebecca Trethewey for a complimentary educational webinar focused on navigating the financial decisions that come with different stages and transitions in life. We’ll talk about how to recognize what matters most right now, balance today’s priorities with tomorrow’s goals, and keep your financial plan aligned as life evolves.

We’ll explore topics including:

• The financial impact of major life events and transitions
• Building a roadmap for different stages of life
• Balancing current needs with long-term goals
• Protecting your family, wealth, and legacy
• Identifying practical next steps when you’re unsure where to begin

Whether you’re building your financial foundation, approaching retirement, or somewhere in between, this conversation is designed to help replace some of the uncertainty with greater clarity and confidence.

Because you don’t need the perfect plan—you need the next right decision.