Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement.
When:
Tuesday, Apr 28, 2026 12:00p -
3:00p
Tuesday, Apr 28, 2026 12:00p -
3:00p
Where:
Davio's Northern Italian Restaurant
26 Fan Pier
Boston, MA 02067
Admission:
$97.00
Hosted by:
Categories:
Business & Professional, Good for Groups, Lectures & Conferences, Meetup
Event website:
www.dzeventsllc.com
Overview
Hosted by DZ Events Boston Corporate Networking and Planning
TOPICS: Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement.
About the event
Register here: https://www.eventbrite.com/e/1984694998166?aff=oddtdtcreator
Professional Business Networking Luncheon
@Davio's Seaport
Wish money grew on trees? Well now it can.
April 28, 12-3 PM at Davio’s Boston Seaport with Two Esteemed Fiancial Experts.
Presented by: DZ Events Boston and Hosted by: Davio’s Boston Seaport We’re thrilled to welcome Nora Yousif and Flavia V. McCaughey, two of Boston’s top financial advisors, for a special luncheon packed with actionable insights for individuals, business owners, and aspiring entrepreneurs.
What You’ll Learn
• How to protect and grow your wealth during times of change
• What to consider when planning for retirement and long-term care
• The financial impact of life transitions like divorce or selling a business
• Practical steps you can take now to make smarter, more confident decisions
• Why a personalized strategy matters for long-term stability
If you’re in a season of change, or know one is coming, this conversation is for you.
Event Details
- Date: April 28
- Time: 12:00 PM – 3:00 PM
- Location: Davio’s Boston Seaport, 26 Fan Pier Boulevard, Boston, MA 02210
- Luncheon: Three-course meal included
Speakers & Topics
Nora Yousif – Managing Partner, Financial Advisor, Empower Wealth Group, RBC Wealth Management
- Helps clients make smarter wealth planning and investment decisions
- Presented on personal finance for 350+ organizations; featured on Channel 5, NBC Boston, Yahoo! Finance
- Published in CNBC and MarketWatch
- MBA from MIT Sloan School of Management
- Awards: 2023 Forbes “Top Women Wealth Advisors” & “Top Women Wealth Advisors Best-in-State”
Luncheon Topics:
- Strategies for entrepreneurs, business owners, and corporate professionals to strengthen finances
- Preparing for financial challenges in a changing economy
- Building a framework for long-term financial success
Flavia McCaughey, CDFA®, CLTC® – Vice President, FR Investment Group
- Specializes in comprehensive financial strategies for individuals, families, and business owners
- Certified Divorce Financial Analyst (CDFA®) & Certified in Long-Term Care (CLTC®)
- Guides clients through major life transitions: divorce, retirement, and wealth protection
- Practical and approachable guidance for simplifying financial decisions
Luncheon Topics:
- Creating financial plans aligned with goals and values
- Protecting your finances during and after life transitions
- Simplifying retirement, investment, and long-term planning
Takeaways for Attendees
- Clear, actionable strategies to strengthen financial confidence
- Tools to plan for the future and navigate major financial decisions with clarity
Register: https://www.eventbrite.com/e/1984694998166?aff=oddtdtcreator
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