Managing Your Finances through Your Transition

Donald Cummings is an investment manager with over 20 years experience in financial services.  He brings a practical, no nonsense approach to managing your finances during a transition.

Whatever your transition. a job change, divorce, death, empty nesting or anything else, you can be certain that your finances will be affected.  Get out in front of the change and be proactive in make plans to maximize the strength of your financial position. Come prepared to discuss your cash flow issues, your wants vs. needs, and learn dozens of ways you can create a successful journey through your transition time.