October 16, 2025 | 4 – 7 pm
Ithaca Marriott Downtown
Guidance for life’s biggest moments—and everything in between...
Life doesn’t come with a manual, but what if you had a roadmap for protecting yourself at every life stage?
From launching your career to growing a family, facing unexpected changes, or preparing for retirement, each life stage brings important financial and legal considerations. To help you stay informed and protected along the way, our panel of professionals have gathered the most common questions and challenges they hear from clients and organized them into four key life stages.
Our “smart planning” life stages are: Building Your Foundation, Establishing Home & Family, Life Transitions, and Retirement.
So grab a drink, get comfortable, and join our panelists as they share their best tips, real stories, and lessons they’ve learned throughout their careers. After the panel, stick around for a Q&A and cocktail hour where you can ask your own questions and connect with the speakers.
Price to register is $10 per guest, which includes validated parking in the Marriott garage, hor d'oeuvres, and your first drink on us! We hope to see you there!
Hosted at the vibrant Ithaca Marriott Downtown Hotel
Your $10 registration fee includes admission to the event, validated parking in the Marriott garage, hor d'oeuvres, and your first drink on us!
Meet Our Panelists
We've Broken Our Presentation Into Four Key Life Stages:
Space is limited, register today to reserve your spot.
If you have any questions, please call 607-273-6841.