

# Event Details

- **Event Name**: Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement
- **Event Start and End Date**: Tue, 28 Apr, 2026 at 12:00 pm – Tue, 28 Apr, 2026 at 03:00 pm (-04:00)
- **Event Description**: Wish money grew on trees? Well now it can.&lt;span class="ql-cursor"&gt;﻿&lt;/span&gt;TOPICS: Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement.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 LearnKey financial strategies to protect and grow your wealthImportant considerations for retirement and long-term care planningHow financial planning can help you navigate major life transitionsPractical steps to make smarter financial decisionsHow a personalized financial strategy can support long-term stabilityEvent DetailsDate: April 28Time: 12:00 PM – 3:00 PMLocation: Davio’s Boston Seaport, 26 Fan Pier Boulevard, Boston, MA 02210Luncheon: Three-course meal includedSpeakers &amp; TopicsNora Yousif – Managing Partner, Financial Advisor, Empower Wealth Group, RBC Wealth ManagementHelps clients make smarter wealth planning and investment decisionsPresented on personal finance for 350+ organizations; featured on Channel 5, NBC Boston, Yahoo! FinancePublished in CNBC and MarketWatchMBA from MIT Sloan School of ManagementAwards: 2023 Forbes “Top Women Wealth Advisors” &amp; “Top Women Wealth Advisors Best-in-State”Luncheon Topics:Strategies for entrepreneurs, business owners, and corporate professionals to strengthen financesPreparing for financial challenges in a changing economyBuilding a framework for long-term financial successFlavia McCaughey, CDFA®, CLTC® – Vice President, FR Investment GroupSpecializes in comprehensive financial strategies for individuals, families, and business ownersCertified Divorce Financial Analyst (CDFA®) &amp; Certified in Long-Term Care (CLTC®)Guides clients through major life transitions: divorce, retirement, and wealth protectionPractical and approachable guidance for simplifying financial decisionsLuncheon Topics:Creating financial plans aligned with goals and valuesProtecting your finances during and after life transitionsSimplifying retirement, investment, and long-term planningTakeaways for AttendeesClear, actionable strategies to strengthen financial confidenceTools to plan for the future and navigate major financial decisions with clarityTestimonial:"Dayna, your event was fantastic. I went to 5 events this week and the quality of your guests was impressive." - Fredric Felton, CEO Harvest Cloud
- **Event URL**: https://allevents.in/boston/key-financial-strategies-for-life-transitions-sale-of-a-business-divorce-retirement-tickets/80008482792366
- **Event Categories**: workshops, business
- **Interested Audience**: 
  - total_interested_count: 13

## Ticket Details

- **Ticket Price Range**: min: 97, max: 97, currency: USD
- **Ticket informations**: 
  - ticket_1 — 97.00 USD

## Event venue details

- **city**: Boston
- **state**: MA
- **country**: United States
- **location**: Davio's Northern Italian Steakhouse
- **lat**: 42.3545339
- **long**: -71.0445155
- **full address**: Davio's Northern Italian Steakhouse, 26 Fan Pier Boulevard, Boston, MA 02210, United States

## Event gallery

- **Alt text**: Event Photo 1
  - **Image URL**: https://cdn2.allevents.in/thumbs/live69cfb4bce1824.jpeg
- **Alt text**: Event Photo 2
  - **Image URL**: https://cdn2.allevents.in/thumbs/live69ad9305ab615.png
- **Alt text**: Event Photo 3
  - **Image URL**: https://cdn2.allevents.in/thumbs/live69ad9102e7f5b.jpg

## FAQs

- **Q**: When and where is Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement being held?
  - **A:** Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement takes place on Tue, 28 Apr, 2026 at 12:00 pm to Tue, 28 Apr, 2026 at 03:00 pm at Davio's Northern Italian Steakhouse, 26 Fan Pier Boulevard, Boston, MA 02210, United States.
- **Q**: How much do tickets cost for Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement?
  - **A:** Tickets for Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement are priced at USD 97 per person.
- **Q**: What is the refund policy for Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement?
  - **A:** The refund policy for Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement is as follows: Seven days before a round can be issued by emailing the organizer, Dayna Zola at dzola@comcast.net. We understand things happen. For any queries, contact the organizer or the ticketing platform directly.
- **Q**: Who is organizing Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement?
  - **A:** Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement is organized by Dayna Zola.
- **Q**: What has been the experience of attendees at Dayna Zola's events?
  - **A:** Attendees have given Dayna Zola a rating of 4.75/5 based on reviews from early attendees on AllEvents. Dayna Zola has 462+ followers on AllEvents, reflecting a trusted and active community of event-goers who follow their events. Dayna Zola has a verified profile on AllEvents where you can read reviews and explore their upcoming events.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Boston, this event is thoughtfully curated to deliver a standout experience worth every moment. If Key Financial Strategies for Life Transitions: Sale of a business, divorce, retirement sounds like your kind of event, don't wait - spots fill up fast.

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