Events
Upcoming Events
October 2, 2026
6:00p - 7:30p
101 Federal Street
Beyond the Numbers: The Emotional Side of Retiring Well
I've run the numbers and done planning with my clients, but retirement is not only a financial event, it is a psychological one. I'm hosting in Dasha Tchernakovskaia, a licensed mental health counselor (LMHC), JD to discuss this important topic for my clients. Not only is financial planning important, being mentally prepared for retirement should not be overlooked. Please join me for this workshop if you are a woman considering retirement or want to know what is coming down the road to aim to be ready for this major life event.
Dasha Tcherniakovskaia JD, LMHC is a separate entity and is not affiliated with or endorsed by Sandra Gilpatrick or LPL Financial and LPL assumes no responsibility for the guest’s specific content, views or separate products.
Past Events
November 5, 2025
6:30p - 8:00p
St. Botolph Club
Steps to take when your parent passes
Losing a parent is difficult enough, knowing what steps to take to organize their finances after is a challenge. Come to my workshop where I will have guest speaker, Attorney Grace Roessler, Partner at Mirick discuss the process for filing, citations, and being appointed & the need for a personal representative. I will review a financial check list and what action items could be done ahead of time to make the process smoother. All my clients are welcome and may bring guests with them to hear about this subject. Please RSVP on this page to attend. *Grace Roessler and Mirick are not affiliated with nor endorsed by Sandra Gilpatrick or LPL Financial.