Changing life circumstances usually have financial implications. Mitch Anthony examines the impact of life transitions and the opportunities for advisors to help clients maximize the benefits and minimize the pitfalls of life transitions in the financial planning process.
Mitch Anthony is the founder and president of The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.). He is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry's top "Movers & Shakers." His certified life-centered planning courses are taught at Texas Tech University. Mitch is the author of many books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA /SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
For financial professional use only, and not for use with the general public.