Earlier this week, we teamed up with Allison Getz and Colleen McCaffery of Wells Fargo for breakfast and important conversation focused on the issues involved in life transitions. Together, we shared information and ideas on how to prepare for the additional support you, a client, or a loved one may need when faced with making these decisions.
We love sharing our expertise with our colleagues, clients, and friends, and we thoroughly enjoyed meeting everyone who attended.
Thank you to Colleen, Allison, and the rest of the Wells Fargo team for inviting us to be a part of this successful event.
All my best,