Episode 20 – Return on Life Part 3: Planning For Life’s Transitions
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | Email | TuneIn | RSS | More
How do you plan for a life transition that you don’t see coming?
In today’s episode, Tim Scannell shares how he helps clients plan for life transitions that can be anticipated and ones that can occur suddenly. He takes us through the major categories that are covered during the planning process at HighTower Great Lakes.
In this episode, you’ll learn:
- How Tim helps clients prepare for life’s big transitions
- Examples of anticipated and unanticipated life events
- About the six lifeline categories that the Return On Life process covers
- How to plan for sudden job loss
- How Tim helps clients transfer their philanthropic habits to future generations
Tune in to learn how Tim and his HighTower Great Lakes team can help you prepare for life’s big transitions.
Resources: HighTower Great Lakes | Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life