Brian and Barry will help us begin to plan for our own future during our Beginning Again Retreat, which takes place Aug. 3-7. Brian Stumpf guides widows and widowers past their financial stress so they can focus on their healing and what matters most in their lives. When he was young, three of Brian's best friends lost their fathers. This included his girlfriend, now wife of seven years. In each of these circumstances, he witnessed the ways in which families grieve the loss of someone who passes away too young. He saw a widowed spouse faced with a mountain of financial questions at a time when they needed to focus on themselves and their families.Barry Kozak is the Managing Attorney at Estate Law HELP, and his mission is to educate individuals and families about all aspects of financial wellness, to help them to prioritize their financial goals, and then to implement the legal documents that will assist them in reaching their business succession, retirement, and estate aspirations.For more information about our retreat, please visit https://www.careyearsacademy.com/retreat/.

Ver todos los episodios