Your Money in Transition

Your Money in Transition: Building Financial Confidence for What Comes Next is a practical, judgment-free workshop for adults navigating a major life change—whether you’re getting married or combining households, becoming an empty nester, going through or recovering from divorce, adjusting to widowhood, retiring, changing careers, relocating, or simply entering a new stage of life. When life changes, the financial habits and decisions that worked before may no longer fit. We’ll cover how to reassess spending and financial priorities, adjust to changes in income or expenses, build or rebuild emergency savings, manage debt and credit, evaluate financial goals, and address important financial housekeeping such as accounts, beneficiaries, and insurance. We’ll also discuss how to separate uncertainty in the broader economy from the financial decisions you can control.

You will never be asked or expected to disclose your income, debt, savings, or other personal financial information.

You’ll leave with practical steps to help you feel more confident and in control of your finances as you move into your next chapter.