In today’s competitive marketplace, the ability to recruit, retain, reward and retire employees at all levels is often the critical difference between business success and failure.

Life Events

The planning process uses the information and data at a particular point in time.  Changes occur daily that may require your plan to be updated.  Here are a few of examples of life events:

  • Jobs, promotion and employee benefits
  • New investments or insurance
  • Gain/loss of a business partner
  • Retirement
  • Sold or acquired assets
  • Start or purchase of a business
  • Sale or purchase of a home
  • Change in marital status
  • Change in estate plan
  • Death of a family member
  • Aging parents
  • Special needs of children
  • College planning for children or grandchildren
  • New child or grandchild
  • Receipt of an inheritance
  • Health concerns

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and federally registered investment advisor, is not affiliated with BFA (Booth Financial Associates). INVEST does not provide tax or legal advice. Please consult your tax or legal adviser for guidance on your particular situation. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
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