A major life event - whether it’s getting married, welcoming a child, changing careers, caring for aging parents, or preparing for retirement - can have a lasting impact on your financial future. In this engaging and practical presentation, we’ll walk through how to proactively plan for life’s biggest milestones, avoid common financial missteps, and make confident decisions during times of transition. You’ll gain clarity around cash flow, risk management, investments, taxes, and long-term planning strategies tailored to real-life scenarios.
No matter where you are in life, this session will provide actionable insights you can immediately apply to your own financial journey. Join us to learn how to turn life’s changes into opportunities and take the next step toward building a stronger, more secure future.
Speakers:
Kirstie Holmes
Empower Mortgage Partner
President, CEO, and Managing Partner
Ty McGilberry
Pegasus Financial Planning
CEO and Managing Partner
Date
Thursday, March 26, 2026
Location
Urban Engineers
530 Walnut Street
Philadelphia, PA 19106
Time
6:00 - 6:30 PM – Registration, Networking, and Dinner
6:30-7:30 PM - Presentation & Discussion
7:30-8:00 PM - Q&A and Closing Remarks
Cost
$25 - WTS Philadelphia Members
$30 - Non-Members
$15 - Agency Representative
$15 - Full-time Undergraduate or Graduate Students
RSVP By
Friday, March 20, 2025 by 5:00PM
Questions
[email protected]
Notes:
Please indicate any dietary restrictions during the registration process.