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Finance 101: Smart Financial Decisions During Major Life Change
Smart Financial Decisions During Major Life Change
Learn how to make thoughtful financial decisions during emotionally charged transitions — including housing, support, retirement accounts, taxes, insurance, and avoiding costly mistakes under stress.
12pm – 1pm
July 8th
On Zoom
Topics
- Housing decisions
- Retirement & asset division concepts
- Taxes & insurance
- Legal/financial team coordination
- Financial decision-making under stress
- Protecting yourself financially
- Understanding tradeoffs in settlements
- Avoiding common money mistakes
$39 for Non-Members
Free for Members
Michael B. Kislin, CFA®, CFP®, CIMA®, CDFA®, CEPA®, is a wealth advisor at Morgan Stanley, known for his empathetic, holistic approach to financial planning. He partners closely with clients to understand their goals, values, and life transitions, creating personalized strategies that support long-term financial well-being.
With expertise spanning investment management, comprehensive financial planning, divorce financial guidance, and business exit planning, Michael helps individuals and families navigate complex financial decisions with clarity and confidence.
Rather than focusing solely on numbers, Michael believes true financial success comes from aligning wealth with purpose, helping clients build financial strategies that support the life they want to live.
