Live with MainStreet – EP 24 – Life Transitions

Life Transitions

Live with MainStreet

Live with MainStreet – EP 24 – Life Transitions

Retirement, birth of a child, death of a loved one, weddings, graduations, moving, job changes … they can all impact your finances! Watch Jim and Anna’s latest recording of Live with Mainstreet answering actual questions from our clients!

 

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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