Join Us for Transitional Intelligence: Navigating What’s Next When Everything Changes
The major transitions we face later in life, from approaching a business exit, retiring, transferring wealth, or coping with a family crisis, are not just financial events. They are identity shifts. And they are the moments when most investors make their worst decisions.
This Buckeye Talks session will explore why one of the biggest threats to your wealth isn’t market volatility; it’s the emotional and psychological aftermath of life’s most significant changes. Bob Bove, of The 4:8 Group, will explore what happens when life’s biggest transitions intersect with your wealth, identity, and purpose.
What You’ll Discover:
- The Hidden Risk in Major Transitions: Why 80% of investors are at risk of moving assets during a major life transition and how to protect yourself
- Transitions that Define Your Future: Discover the predictable patterns inside life’s most unpredictable moments
- Practical Tools for Use: Gain clarity using frameworks like the Identity Audit, the 90-Day Decision-Free Zone, and the “What’s Next Conversation”
Limited seating is available. Join us at 8:30 a.m., Wednesday, August 19, at Emerald Event Center in Avon, by registering at bit.ly/buckeyetalks826
Bob Bove is a certified Modern Elder Wealth Advisor™ and the founder of The 4:8 Group, where he specializes in guiding business owners, executives, and families through the financial and psychological complexities of life’s most significant transitions – from business exits and retirement to inheritance and sudden wealth events. Drawing from the emerging field of Transitional Intelligence™ (TQ) – a framework developed through the partnership of Modern Elder Academy and CEG Worldwide – Bob brings a systematic approach to the moments when traditional financial planning falls short: the intersection of identity, purpose, and wealth when everything is in flux. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.
