Events That Might Prompt You to Seek Services of a Planner
	Saving enough for retirement, or rolling over a pension 401(k) or IRA
	Handling the inheritance of a large sum of money or other unexpected financial windfall
	Preparing for a marriage or divorce
	Planning for the birth or adoption of a child
	Facing a financial crisis such as a serious illness, layoff or natural disaster
	Caring for aging parents or a disabled child
	Coping financially with the death of a spouse or close family member
	Funding education
	Buying, selling or passing on a family business