Skip to main content
HomeEventsJuly Lunch-n-Learn Meeting

Events - Event View

This is the "Event Detail" view, showing all available information for this event. If registration is required or recommended, click the 'Register Now' button to start the process. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

July Lunch-n-Learn Meeting

Mary Margolis: Navigating Life’s Financial Transitions

Mary Margolis brings a rare combination of personal experience and professional expertise to her role as a financial guide through life’s most pivotal changes. With her comprehensive background as a Certified Financial Planner (CFP), Certified Public Accountant (CPA/PFS), Certified Divorce Financial Analyst (CDFA), and Certified Financial Transitionist (CeFT), Mary is exceptionally qualified to help clients facing significant life transitions.

Professional Background and Personal Touch

Mary began her career at a Big Four firm, where she honed her accounting skills, but soon realized that her true calling was in helping individuals navigate the complex emotional and financial dynamics of major life events. Her passion for this field stems from her own personal experiences—having been widowed at a young age, Mary understands firsthand the challenges that come with unexpected life changes.

Expertise in Financial Transitions

Mary specializes in supporting individuals who are navigating widowhood, undergoing the transitions of divorce, experiencing sudden financial changes, or entering into retirement. Her approach combines empathy with expertise, recognizing that each client’s situation is unique and requires both emotional understanding and financial acumen.

Customized Client Support

Leveraging her extensive training and certifications, Mary offers more than just financial advice. She provides a holistic service that includes emotional support, practical tools, and personalized strategies to help clients manage not only their finances but also the personal growth and transformation that often accompany such transitions. Her goal is to ensure that clients feel empowered and well-equipped to make informed decisions during these critical times.

Commitment to Learning and Community

Dedicated to continuous professional development, Mary is actively involved in the community of financial transition planners. This commitment to learning and sharing knowledge ensures that she remains at the forefront of the latest methodologies and best practices in her field. It also underscores her dedication to providing the highest level of service and support to her clients.

A Trusted Advisor for Transformative Times

With Mary Margolis, clients find more than a financial planner—they discover a partner who is committed to helping them navigate through their life’s transitions with confidence and clarity. Whether facing the emotional and financial complexities of widowhood, divorce, sudden financial changes, or retirement, Mary’s blend of professional knowledge and personal understanding makes her a trusted advisor in the most challenging of times.

Tuesday, July 16, 2024, 11:30 AM until 1:30 PM Central Time (US & Canada) (UTC-06:00)
Office Building, first floor training room
2000 West Loop South
Houston, TX  77027
Additional Info:
Event Contact(s):
Cindy Jennings
281-455-7412 (c)
Lunch & Learn
Registration is required
Payment In Full In Advance Only
Available Slots:

The purpose of The Professional Group is to provide women of diverse professions with opportunities for building relationships and networks of personal and business associations through informative monthly presentations, professional development programs, educational and social activities, and philanthropic endeavors.

For questions about The Professional Group, contact us at: