Receiving a financial windfall can be both a blessing and a challenge. Without proper planning, sudden money can disrupt your financial stability or lead to missed opportunities. In this webinar Matthew Sivertsen, CFP®, CeFT® will aim to equip you with the tools to take control and make thoughtful decisions when managing significant financial transitions.
This session is designed for individuals and families who want to ensure they make confident, informed decisions about their financial futures. Whether you’re anticipating an inheritance or have recently come into sudden wealth, this webinar will offer practical advice and real-world examples.
