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Financial Planning for Life-Changing Events
March 22 @ 2:00 pm - 3:30 pm$10.00
Life can sometimes get complicated. Whether it be inheritance, retirement, job-loss, divorce, selling a business, worker’s compensation, medical lawsuit settlements, or other events that may put life-changing money in motion, learn what you can do to be prepared.
Instructor: Bill Murphy
William Murphy, CFP, is a vice president and senior wealth advisor for Tompkins Financial Advisors. He is responsible for working with current and potential clients to help them pursue their financial goals. In his role as an advisor, Bill provides guidance on appropriate investment strategies to address each client’s specific needs. This includes working toward building, protecting and preserving wealth throughout a client’s lifetime.