MENU  

Chicago: 312.420.1221 • Los Angeles: 323.999.1819

CMFTO Blog
CMFTO™ and Wells Fargo Teamed Up To Present: The Process of Managing Life Transitions May 16, 2019 Tags: ,

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,
Claudia

« »