Lee specializes in guiding clients through life-changing events. Beginning with a complimentary investment review, the process provides clarity on current investments and programs which prompts planning discussions tailored to the participant’s needs and goals.Widows and widowers will come away from this class feeling empowered and confident about their financial future.

Instructor: Lee B. Zeplowitz, CFP and CPA who has spent 35 years helping clients navigate life-changing events