GROWTH. TRANSFER. LEGACY
We look forward to you joining us at our October meeting! We have moved successfully through our consulting engagement with Telecom Partners and owner, Tanya, but now what?
The deal’s done, the money has come in and everything should be fine for Tanya, right? Well, maybe not… Join Lisa Kirchenbauer as she addresses some of the financial and personal scenarios and challenges that often arise during and after a “sudden money” event. Lisa will bring her Certified Financial Transitionist® and CFP® training ideas & tips to tackle this next phase in Tanya’s life. She’ll share some simple ideas and strategies to help you understand and navigate transition with your clients, as they face life after ownership.
Click here for the Case Study.
Lisa Kirchenbauer, Founder - Omega Wealth Management, LLC
Lisa has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and been part of the financial services profession for 30 years. Lisa began as a registered sales assistant with E.F. Hutton, has served as trader on a trading desk, as well as holding various corporate positions over the years. Lisa founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004. Click here to read full bio.