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.
Immediately following the panel discussion, we’ll move to Independence Beer Garden for informal discussion with our speakers, and a round of appetizers and beverages on us!
Speakers:
Kirstie Holmes
Empower Mortgage Partners
President, CEO, and Managing Partner
Ty McGilberry
Pegasus Financial Planning
CEO and Managing Partner
Date
Wednesday, June 10, 2026
Location
Urban Engineers
530 Walnut Street
Philadelphia, PA 19106
Time
4:30 - 5:00 PM – Registration & Networking
5:00 - 6:00 PM - Presentation & Discussion
6:00 PM - Happy Hour at Independence Beer Garden (100S Independence Mall W)
Cost
FREE - WTS Philadelphia Members
$25 - Non-Members
$15 - Agency Representative
$15 - Full-time Undergraduate or Graduate Students
RSVP By
Tuesday, June 9, 2025 by 5:00PM
Questions
[email protected]
Notes:
Public Transportation and Parking Information:
- SEPTA Market-Frankford Line (L/Blue Line) stop at 5th Station / Independence Hall
- SEPTA bus routes 21, 42, 57, and 9 to bus stops between 4th to 6th & Walnut
- PATCO High Speed Line stop at 8th & Market
- Closet Indego Bike Station at Welcome Park or 4th and Wood St.
- Parking available at Parkway Curtis Center at 618 Market Street Parking Garage