Episode 89
Planning for Life’s Events | Household Changes, Career Development and Aging Parents
Your Financial Plan-It · Synergy Capital Solutions
July 31, 202526m 43s
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Show Notes
Join Synergy’s Client Experience Manager in Business Integrations, Anne Iwasko, and our Client Experience Associate in Scheduling, Jennifer Curran, as they make their podcast debut alongside host Jordann Andrusiak. Together, they explore the personal and professional transitions that shape our lives — from shifting household dynamics to evolving career paths and the responsibilities of caring for aging parents.
Topics of discussion include:
- Enjoying where you are in each stage of life
- Reflecting on your time as your children get older
- Navigating a change in roles in the household
- Exploring your purpose and how to get there
- Managing aging parents
- Personal and financial planning benefits