Webinar: Career And Planning Strategies

In our Master What’s Next® webinars, we provide tips and strategies to manage career planning and changes. You will learn how to get unstuck and take action on what’s important.  

Our certified transition specialist discusses the stages of transitions we are all going through. She shares how to differentiate between what needs doing now, versus what can be addressed soon, and what can be put off until later. 

We are offering a complimentary 30 minute webinar for professionals who value advice and experience. Learn strategies to address both financial planning and career transitions.  These actionable exercises get you started.

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COVID-19 changed our lives. Many of us are feeling overwhelmed by what some are calling the “new normal.”  Actually, this time of transition is not normal. It is uncomfortable at best, and for some it is devastating.  Meeting you where you are, we partner with you to help you define your goals. Then we continue to walk alongside you, offering insights and providing feedback as you implement your plan.

Inevitably changes occur. Detours and roadblocks are part of life. Having a partner, someone who helps others through transitions nearly every day, may shed new light on your situation and could ease your way.

  • Am I on track?
  • Am I maximizing my career potential?
  • Am I doing the right things financially?

Maximizing opportunities is especially important in this time. So much is changing. We are surrounded by disruption. Some see this as fertile ground for innovation. Regardless of perspective, it can be overwhelming. Feel more confident knowing you have a plan to address the uncertainty. Know what decisions to make now and what to hold off until later.

At Aspyre Wealth Partners®, our people-first approach guides you through simple exercises to discover your priorities. We help you Master What’s Next® in your life.  The Y in Aspyre represents YOU and your “why”, which is always where we begin. Our work starts with you.

 

Presenters

Jamie Bosse, CFP®, RFC

Jamie is a Certified Financial Planner® with Aspyre Wealth Partners®. Her work in the financial planning world began in 2004. She enjoys helping people organize their financial lives, maximize their human capital, and get closer to their life goals.

Her passion is financial literacy at early ages, so Jamie wrote a book, “Milton the Money Savvy Pup Brings Home the Bacon” and is working on a sequel. During the pandemic she both struggled with and enjoyed being home with her husband and 4 children.

Jessi Chadd, MSFS, CFP®, CeFT®

Jessi is a Wealth Manager and Principal with Aspyre Wealth Partners®. She has been with the firm for 12 years, and has been a Certified Financial Planner® since 2010, and recently became a Certified Financial Transitionist, CeFT®.

Jessi works directly with our clients to help them along their life’s journey and stay focused on what matters most to them. During the pandemic, Jessi enjoyed being at home with her husband Chad and their dog and cat, where she bakes up a storm and perfects her domino game.

Angela Kreps

Angela is Chief Connector with Aspyre Wealth Partners®. Her “why” is helping people become the best version of themselves. Angela joined the firm after 25 years as a business leader, including 10 years as CEO of a bioscience organization, when she was named by Ingram’s as one of Kansas City’s Most Influential Women. 

She lives in KC with her husband and children. Her silver lining during the pandemic: enjoying more family time, playing board games and golfing.

913.345.1881