Boston|Local Event
Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement
Event Details
Join us April 28 | 12–2:30 PM at Davio’s Northern Italian Steakhouse for a high-impact luncheon featuring two of Boston’s top financial experts.
Presented by DZ Events Boston | Hosted by Davio’s Seaport
We’re excited to welcome:
Nora Yousif – Managing Partner & Financial Advisor, Empower Wealth Group, RBC Wealth Management
• Featured on NBC Boston, Channel 5, Yahoo Finance
• Published in CNBC & MarketWatch
• MIT Sloan MBA
• Forbes 2023 Top Women Wealth Advisors
Flavia V. McCaughey, CDFA®, CLTC® – Vice President, FR Investment Group
• Specialist in divorce, retirement & wealth planning
• Trusted advisor for individuals, families & business owners
What You’ll Learn
• Financial strategies for divorce, retirement, and major life transitions
• Buying or selling a business—what you need to know
• Long-term care and wealth protection planning
• Smarter investing and financial decision-making
• How to build a clear, personalized financial strategy
Event Details
April 28 | 12:00–2:30 PM
Davio’s Boston Seaport
Three-course lunch included
You’ll Walk Away With
• Clear, actionable financial strategies
• Confidence around major life and business decisions
• Valuable connections in a professional setting
Tickets = $97