About this Event
THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.
Life Transitions: Navigating Major Life Changes Through Strategic Financial Planning
Join us for an insightful session exploring three of life’s most challenging transitions—divorce, retirement, and death —and learn how thoughtful financial planning can provide clarity during uncertain times.
Attendees will gain practical guidance to help them make informed, long term decisions, avoid common pitfalls, and feel more confident as they navigate emotionally complex moments. We’ll share real world strategies, highlight key considerations, and demonstrate how proactive planning can create stability when life feels unpredictable.
Meghan Hyland joined WestHill in 2015—two weeks after graduating from Dominican University in San Rafael. Meghan is the Director of Financial Planning at WestHill and provides comprehensive financial planning for the firm’s clients. She is a CERTIFIED FINANCIAL PLANNER and in 2023, Meghan earned her MBA from Pepperdine University.
Matt Taddei co-founded WestHill 35 years ago and serves the firm as President and CEO. A CERTIFIED FINANCIAL PLANNER, last year Matt received his PhD in Financial & Retirement Planning from The American College. On October 23, Matt will be leading a thinking and writing workshop here at Vivalon on the topic of Happiness in Retirement.
THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link
Event Venue & Nearby Stays
Vivalon, 999 3rd Street, San Rafael, United States
USD 0.00
