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Life transitions represent inflection points for most people. When life circumstances change decisively, there are often accompanying financial changes and challenges. In this session, Mitch Anthony addresses many typical transitions, including family, health, career, financial, retirement, and philanthropic changes, examining the impact of each and the opportunities for advisors to help clients maximize the financial benefits and minimize the financial pitfalls of each life transition.
About the Speaker
Mitch Anthony
Advisor Insights, Inc.Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
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