Divorce. Retirement. Losing a spouse. A big move. These moments change everything, and suddenly you’re making financial decisions you may have never had to make before. The questions pile up fast: Do I have enough? Is my money in the right place? Who do I even call first?
You’re not alone, and you’re more capable than you think. Join a straightforward conversation about where to start, what to prioritize, and how to build the team and the plan that fits your life now.
Meet Your Rea Advisory Speaker:
Marina Parkin, CPA
Principal, Rea Business Advisors
Marina is a Principal at Rea’s Sarasota office with over 25 years of accounting expertise in small business, tax, and real estate, and 13 years running her own firm. A dual-licensed CPA in Florida and Canada, she’s known for her holistic approach to client service and strategic tax planning.
Meet Your Rea Wealth Guest Speaker:
Jill Israel, MBA, CFP®, AIF®, CRC®, CPFA
Financial Advisor, Rea Wealth Management
Jill is a Certified Financial Planner® professional and Financial Advisor at Rea Wealth Management, specializing in financial planning, investment management, and financial advice for women. With nearly 24 years of experience in the financial services industry, she holds an MBA from Franklin University and is passionate about helping individuals navigate the complexities of personal finance to build confidence and freedom.
Gain financial confidence for your next chapter.
Register NowWhat You’ll Learn:
- How to assess your current financial picture (even if you’ve never managed the money before)
- The 3-step process to go from overwhelmed to in control
- Common financial blind spots that trip up women in transition
- How to build a team of trusted professionals (& where to ask for help)
- How to make your next financial decision with confidence
Interested in personalized guidance? Get in touch with the Rea team to start a conversation about your situation.
