Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache?

This is your chance to learn from experience.

Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine & Cheese event on “What You Need To Know Before It Is Too Late.”

Our special guest will be financial columnist Robyn A. Friedman, who just wrote about her own experience losing her husband. You may have seen Robyn’s byline in City & Shore Magazine or The Wall Street Journal. Robyn has been writing about financial issues for years, but she still learned what she didn’t know when faced with unexpectedly losing a spouse.

Many of us – especially women – are not prepared financially for divorce, retirement, widowhood, or other life events. Hearing both tips and challenges from those who have gone through life transitions can make our own journey easier.

Clients, friends and guests are welcome to join us for wine, cheese and other refreshments. We look forward to a lively discussion, and can guarantee that you will encounter a wealth of financial and other expertise that will help prepare you for whatever your future may bring. Come share your own experiences, concerns and questions, learn what resources are available to help you, and meet other people who have successfully navigated their own life journeys.

We’ll be sending out more details shortly, but feel free to call or email Nadia in our office to reserve a spot. Guests always welcome!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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