Experience U: Transitions Part 1

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  • Transitions: Part I
    January 20, 2021
    4:00 pm - 5:30 pm

Experience U Program – Transitions Part I | 4 p.m. – 5:30 p.m. , Wednesday, January 20, 2021

TRANSITIONS – Part 1

4 p.m. – 5:30 p.m. Wednesday, JANUARY 20, 2021

Welcome to the first full session in our Transitions series. We had an amazing response for our introduction on the idea of navigating transitions, and now we ready to dig deeper. The Crossroads are here, and in every direction, signs are pointing to ‘CHANGE’. This is a “now what?” moment! For Transitions Part 1, you will dig deep into the concepts of the Transition Model: An Ending, The Neutral Zone, a New Beginning. This session with Life Coach Lynette Reiling will have you actively working out your own map as you prepare for your journey.

Sign up now for Transitions Part 1 and be on the lookout for Part 2 on 4 p.m., Wednesday, January 27, 2020  when we will review and wrap up our working sessions with a Q&A follow-up including additional resources.

Questions? Please email Lynette atLReiling@BoomersLeadingChange.org

“Facing Down Financial Insecurity – Older Adults and Money in the Time of COVID 19”

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  • Financial Insecurity
    July 23, 2020
    4:00 pm - 5:30 pm

Responding to the financial insecurity caused by the the pandemic and economic downturn.

“Facing Down Financial Insecurity”

ExperienceU
4 p.m. – 5:15 p.m., Thursday, July 23

Featuring 3 Expert Panelists: Jay Oyer  |  Brandi Pummell  |  Laura Villalpando

For many people money talk is a stressful topic in the best of times. In today’s uncertain times anxiety about money seems to be the norm. The 2020 pandemic turmoil has led to a shaky economy and uncertain job prospects have disrupted our finances, emotional wellness, and retirement plans. For Older Adults who are semi-retired or fully retired and living on a fixed retirement income, the fear of a volatile or unsteady stock market creates more anxiety and uncertainty.  Some working older adults suddenly find themselves furloughed or their job hours severely cut back, deeply impacting a reliable income stream. Meanwhile, some parents have welcomed their adult unemployed children home again, creating another financial drain. The strain of confinement and isolation may push ‘gray’ divorce rates even higher. All of these scenarios produce deep financial anxiety. Join us and a panel of pro-bono experts to explore personal economic strategies and financial considerations, that can offer avenues of relief.

Jay Oyer: A Certified Financial Planner and Senior VP Wealth Manager with Merrill Lynch Wealth Management specializing in transition events like retirement & sale of a business

Brandi Pummell: A family attorney with Kumpf Charsley & Hansen specializing in family matters including divorce and child custody

Laura Villalpando: Financial Well-Being Coach from Operation Hope, a non-profit providing financial literacy empowerment and economic education to youth and adults