Her Legacy:
Navigating Life's Transitions
Life’s biggest milestones often come with complex financial decisions. In the early years of your career, you may be saving for retirement, buying your first home, or putting essential estate documents in place as you start a family. As time goes on, new challenges emerge such as navigating divorce or the loss of a spouse, caring for aging parents, or even launching a business - each bringing its own financial implications. In retirement, priorities may shift again to planning a business succession, managing income “gap years”, or evaluating the financial impact of relocating.
Join us for an engaging discussion on navigating these milestones with the proper planning to protect your loved ones, maximize opportunities, and create confidence for the future. Our topics are tailored for women but all are welcome to attend!
Please RSVP using the form below by October 15th to attend our free seminar - light lunch included!
Presenters:
Harmony Wagner CFP®, CPWA®
Bouchey Financial Group
Claire McRae, Esq.
Lemery Greisler LLC
Leah Henderson, CPA
Teal, Becker & Chiaramonte
Event Details:
- When: Wednesday, October 22, 2025
- Where: Duo at the Dunes - 257 Washington Ave Ext Albany, NY 12205
- Cost to Attend: FREE
- Registration and Networking: 11:30am-12:00pm
- Lunch and Presentation: 12:00pm-1:30pm