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
• College planning for children or grandchildren
• New child or grandchild
• Receipt of an inheritance
• Health concerns
• Special needs of children