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Navigating Career Transitions: Thriving Emotionally and Financially With Change

NAVIGATING CAREER TRANSITIONS: THRIVING EMOTIONALLY AND FINANCIALLY WITH CHANGE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 28, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
Course Description

Have you thought about planning your next act? Does that mean a career change or becoming a business owner? In this webinar, Lisa Dy, CPA, MBA and Patrick Clark, CFP discuss the mindset and financial strategies needed before making that important decision. They will address common obstacles that stop you from making a significant change in your life, and how to move past them.

Join this informative webinar to dive into your financial snapshot by reviewing the current situation, analyzing the numbers, and understanding options you have available in today’s world of boundless opportunities.

Learning Objectives:


  • Recognize what holds us back from pursuing what we want

  • Identify the mindset shifts necessary to navigate a change

  • Evaluate options for starting, buying, or investing in a business

  • Determine financial feasibility of making a change

  • Gain clarity on your future financial path

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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How much potential do you have locked inside of you? I believe it’s boundless. After two decades of supporting multiple corporations and businesses, I realized I was restless, restless to make a bigger difference.

That's why I founded Boundless Potential Coaching so introverts could take a the leap of discovering how they can exceed their own expectations. Together, we overcome their limiting beliefs and achieve their personal and professional goals. Looking to shed those limiting beliefs? Let's get started and connect with me today https://www.boundlesspotentiallife.com/.

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Patrick Clark, CFP

Finance Roadmap Planning
Director of Financial Planning
[email protected]
(978) 967-7285

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Patrick Clark CFP® has over 16 years of experience in financial services. He works to help those that are two to seven years from retirement that may feel anxious or unsure if they'll have enough to retire comfortably. Patrick's mission is to alleviate your concerns. He crafts personalized retirement income strategies, giving you the confidence to choose when and how to retire.The goal is to work together to create a retirement plan that ensures your financial peace of mind.

Patrick also works with high-income earners seeking financial clarity and optimization of their finances. He will help you gain a clear understanding of where your money is going and provide a roadmap for using it wisely to reach your unique goals.

About Our Presenter

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Lisa Dy, CPA, MBA, is the owner of Boundless Potential Coaching, LLC and it's her mission to guide people step by step to crush their goals, overcome obstacles, and transform their lives. She uses her over 25 years of experience in multiple business settings to help teams and individuals address frustration and dissatisfaction, understand interpersonal team challenges, and lead with confidence. With her help, clients get to the root cause of their problems, work through their limiting beliefs, and make permanent change. She uses a tried and true program that has helped thousands all over the world achieve unbelievable success.  She focuses on helping "numbers people", such as accounting, finance or engineering professionals (individually or teams) but has helped other clients outside of that focus.

She is passionate about helping people live their dreams and realize their unlimited potential.  Learn more at https://www.boundlesspotentiallife.com