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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