For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to prioritize and repackage how work fits into your life. We’re happy to welcome back financial advisor Allison Alexander for an educational workshop to explore how to navigate your next chapter.

• Your Vision and Goals

• Your Financial Plan

• Your “New” Career Plan

• Next Steps

Hosted by Allison A. Alexander CFP®, CPA, CDFA® - Financial Advisor. Allison helps clients navigate major life transitions—retirement, loss of a spouse, divorce, or selling a business—by creating a “new normal” through comprehensive financial planning. She is skilled in wealth transfer, tax planning, retirement income strategies, insurance, debt management, and education funding.

1.5 hours in length. Workshop recorded on August 23, 2025.

You will receive an email with a link to the video recording of this workshop. The video will be available to view for 6 months after purchase.