East Bay Open House, sponsored by Mosaic Financial Partners, will discuss valuable insights into the process of navigating a life transition.
Online PR News – 20-October-2012 – San Mateo, CA – Doug Paxton, Co-Director for the Leadership Center at Saint Mary’s College and Maura Wolf, teacher in the Leadership Studies Department at Saint Mary’s College will present a program enabling attendees to gain valuable insights into the process of navigating a life transition and to begin the process of developing (or refining) their vision for their future driven by their underlying values. This discussion will be sponsored by Mosaic Financial Partners’ as part of their East Bay Open House, October 23rd at the Lafayette Library and Learning Center.
Mosaic Financial Partners, a financial planning and wealth advisory firm, specializes in helping individuals and families deal with the financial aspects of a life transition. Many clients initially seek out Mosaic’s expertise during a time when they are either actively contemplating or are in the midst of a life transition such as retirement, job changes, a “sudden money” event, losing a partner to death or divorce, or the sale of a family business.
“Lack of preparedness for a life transition fosters uncertainty, confusion, anxiety about the future, and can lead to sub-optimal decision making”, says Geoff Zimmerman, who is a Certified Financial Planner™ and a Senior Client Advisor with Mosaic Financial Partners. “By contrast, we at Mosaic have found that by helping clients start with a more clearly-defined “vision” of where they want to go, they tend to make better decisions, financial and otherwise, in support of their vision of their future. Through the work we do, and by partnering with experts like Doug and Maura, our vision is to help our attendees be better positioned to successfully navigate a life transition event”.
Who: Doug Paxton
Mr. Paxton, Ph.D. (California Institute of Integral Studies) attended Yale University’s School of Organization and Management. He currently focuses his teaching in the area of Values, Leadership and Sustainable Organizational Change at Saint Mary’s. He has twenty-five years of leadership experience in the private, public, and nonprofit sectors, including Director of People and Organizational Development at Business for Social Responsibility and is the founding Program Director of the Presidio World College MBA in Sustainable Management.
Ms. Wolf has 20 years’ experience supporting people to be empowered to make better decisions through coaching and leadership training. Author of the book, "Exploring Realities: Stories of Young Women Making Decisions and Finding Meaning", she has listened extensively to people as they have discussed the significant decisions they have made, and the knowledge they have gained from those decisions.
What: Mosaic Financial Partners’ East Bay Open House
When: Tuesday October 23, 2012 from 5:30 pm to 7:30 pm. Reception/Social time from 5:30 to 6:00 pm. Program 6:00 – 7:00 (including time for Q&A). Post event mix and mingle time, and time for 1:1 Q&A from 7:00 – 7:30
Where: The Lafayette Library and Learning Center, 3491 Mt. Diablo Blvd., Suite 214, Lafayette, CA 94549-3915
Why: "Life Transitions: Stepping into the Future with Values and Vision" will prepare attendees for an upcoming life transition through the development of a values-based approach as a starting point for the visioning and transition process.
To Register: RSVP to Eve Lazard, 415-788-1952, Info@MosaicFP.com
Mosaic Financial Partners' mission is to improve their clients' lives by providing caring, knowledgeable financial solutions and advice that help their clients attain their lifetime goals and aspirations. Committed to helping businesses, families, and individuals in the greater Bay Area (with offices in Lafayette and San Francisco), MFP contributes and empowers members of the community. They believe all things are possible if you have the audacity and courage to determine what you really want out of life. For more go to www.mosaicfp.com or call 415-788-1952.