Welcome
Greetings!
Hit the beach. Build a sandcastle. Stop at a lemonade stand. Eat fresh tomatoes, corn and homemade ice cream. Savor these last weeks of summer. Over several issues we are highlighting a series of "life events" that could have significant implications for your present or future financial situation, needs or plan. It's time to re-evaluate your financial picture if you have experienced or will experience any of the following: - Relocation for retirement
- Relocation of parent, spouse or yourself to an assisted care facility
- Death of parent / grandparent
- Death of child or child's spouse
- Death of spouse
Time to Share. Create a Buzz.
Two great resources that help you "invest" in you. Business Connect 2008 features opportunities to learn, market and network! Find out the economic forecast for 2009; how your business can attract women and baby boomers; The Seven Stages of Small Business Success and the keys to succession and transition planning for your business. Don't miss out on this jam packed day. Are you a savvy businesswomen? Then you need to know about the Downtown Women's Club (DWC)! DWC has evolved into an online social network and in-person community designed for you--the smart and sophisticated businesswomen on the go. The mission? To empower women through access to information and opportunities for collaboration.  |
Steps you must take when someone diesWhen a family member dies, there's work to do. But thinking through what tasks must be done, by whom and when, can be all but impossible. Keep this guide handy.Read on...
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