The Changing Face of Work (Online Workshop)
The Changing Face of Work (Online Workshop)
For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to prioritize and repackage how work fits into your life. We’re happy to welcome back financial advisors Allison Alexander and Abbey O'Rourke for an educational workshop to explore how to navigate your next chapter.
Your Vision and Goals
Your Financial Plan
Your “New” Career Plan
Next Steps
Saturday August 23, 2025 9am-11am CST
The live workshop is for women only
Can’t make the live event? No problem! This workshop will be recorded and the video will be sent to all registered attendees, including those unable to attend live, and will be available to watch for 6 months.
Presented by:
Allison A. Alexander CFP®, CPA, CDFA® - Financial Advisor
Allison specializes in working with people undergoing significant transitions, e.g., retiring, losing a spouse, experiencing divorce, or selling a business. She helps each client create their “new normal” and become comfortable with a new comprehensive financial plan. Allison is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Abby O'Rourke - Associate Advisor
Abby has been in the financial services since 2022. She has a degree in business, a concentration in finance and a minor in accounting. She assists senior advisors with analyses which include but aren’t limited to: tax strategies, social security filing strategies, pension analyses, and education funding analyses. She is also proficient in developing comprehensive retirement projections using sophisticated software.