Skill Level Beginner
- Career transitions are changes at your workplace employment as when you retire, when you transition to another position at a different company, or when you've been laid off or terminated from your place of work. Hi, I'm Winnie Sun. I'm excited to share with you my two decades-plus experience helping clients transition and manage their money. Managing a career transition can be one of the most important financial planning events of a person's life. In this course, I'll teach you, first, to prepare your finances while you're still employed. Second, the critical steps to take when you've been informed that you're being let go. Third, to properly manage finances post-layoff during your job transition. And finally, some tools to help you prepare for your next job. This might be a scary, overwhelming time, and you may be feeling lost. I understand. I'm here to help. The terminology, the documents, the decisions, they all seem to come at once. Stay the course, stay with me as we break this process down step by step. I'm going to get you through this with more clarity and confidence.