Lunch & Learn: Making The Most of a Windfall | Facet

Facet Wealth Presents

Lunch
& Learn:
Positive Financial Surprises

Overview

Though 99.999% of us will never win the lottery, it's a helpful reminder of the importance of planning for both positive and negative changes in your finances. If you receive an inheritance, get a bonus at work, or even if you're just saving cash because you’re working from home and not commuting, do you have a plan for how to be smart about that “extra” money?

Facet co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, was joined by Alix Tucci, CFP®, for this quick half-hour session where they dove into how planning ahead can help make the most of unexpected changes in finances.

Originally aired: July 17, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Alix Tucci, PhD, CFP®

Watch the SECURE Act webinar

Looking for more on the steps you should be taking to ensure that you’re happy about the decisions you made about your windfall? We have more on the blog.

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