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San Francisco Bay Area Chapter Event

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June Monthly Meeting - Financial Transitions: You Choose Some;  Some Choose You

Monday, June 11, 2018
6:00-7:30 pm
Location: Robert Half Management Resources, 50 California Street; 10th Floor ,San Francisco, CA

Sue Busby

Financial Consultant
Do you feel that your life has become a rapidly-changing series of life transitions?  Many of these become financial transitions as well.  Some are planned and some are totally unexpected.  We'll take a look at some of the events that may be experienced at this stage of our lives - retirement, loss of a loved one, marriage / divorce, changes in health, inheritance.  We'll discuss some of these in depth and how to make the most of what can be trying situations.  You'll learn about resources available to you and receive many helpful tips.
Sue Busby is a personal financial consultant who specializes in helping individuals organize and manage their financial lives.  Her extensive experience as a Professional Organizer includes making sense out of reams of documents, managing home offices, putting together income tax records, and coordinating clients' information with their other financial specialists.  As a Certified Divorce Financial Analyst, she can take clients from overwhelm to having a clear understanding of their finances, and present property division scenarios with tax efficiency and long-term cash flow and net worth projections in mind.  Throughout the process, she adds positive energy, encouragement, and a bit of humor along the way.