The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events.

In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In this part one, we’re going to talk about these life changes from a non-retirement perspective.

Here’s some of what you’ll learn on this episode:

• Dealing with the loss of a spouse. (1:17)

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