Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance.

Other types of events many come out of the blue - like winning the lottery, divorce or the death of a spouse.

These life transition events vary widely, some joyous and others deeply regrettable.

Whatever the reason for the event, you are faced with a major change in your life.

Successfully managing financial transitions is more challenging and complex than you may realize. It's not just a matter of managing the financial situation - It's managing the change.