Planning for Life’s Transitions
Join us virtually for an empowering discussion on how to navigate life’s major transitions with clarity—using legal and financial tools to safeguard your future and your family’s well-being!
Major life events—marriage, divorce, the birth of a child, or death—can deeply impact your financial well-being or that of your family members. In this webinar, two attorneys, Theresa B. Ramos and Rachel Meagher, and financial planner and HBS alum, MaryAnne Gucciardi, will share strategies to help you navigate transitions with clarity, protect assets, and plan confidently for the future. Learn how to use legal tools like wills, trusts, prenups, and other techniques to achieve your goals and foster peace of mind across every life stage.
Date: Tuesday March 24, 2026
Time: 4:00-5:00 pm PT
Location: Virtual
Webinar Zoom instructions will be emailed prior to the event start time. The email will contain an additional Zoom registration step that must be completed in advance of the event start time to receive the meeting access link.
Tickets:
HCSF Members: Free
HCSF Alumni Non-Members: $15
General Public: $20
***All tickets are non-refundable and non-transferable
Click Here To Register
ABOUT:
Theresa B. Ramos
Partner | Tracey, Roman & Ramos, PC
Theresa B. Ramos is a partner at Tracey, Roman & Ramos, PC where she concentrates her practice in all matters of domestic relations. Prior to joining Tracey, Roman & Ramos, PC, Ms. Ramos was a partner at Goldstein, Egloff, Ramos & Wood, LLP where she focused primarily on domestic relations. She served as a Judicial Law Clerk to the Justices of the Massachusetts Probate and Family Court (2001-2002). She is a past Co-chair of the Boston Bar Association's Family Law Steering Committee, a past co-chair of the BBA's Family Law Section Communications Sub-committee and a past member of the Massachusetts Bar Association's Family Law Section Council. Ms. Ramos is a member of the Boston Bar Association, Greater Boston Family Law Inn of Court and presenter at the Massachusetts Continuing Legal Education programs. She has received the honor of Massachusetts Super Lawyers (2020-present) and Massachusetts Rising Star, in Family Law (2009 – 2012).
Rachel Meagher
Principal | Choate, Hall & Stewart's Wealth Management Group
Rachel Meagher is a Principal in Choate, Hall & Stewart's Wealth Management Group, where she advises high net worth families and individuals on all aspects of their estate plans, including both tax and non-tax considerations, and on the administration of trusts and estates. Her practice focuses on inter-generational planning and sophisticated wealth transfer techniques. Rachel enjoys working closely with her clients to ascertain their individual goals and concerns and brings her years of experience in trusts and estates to identify and implement practical, tax-efficient solutions. Prior to joining Choate, Rachel worked at several large and international law firms and spent nearly a decade practicing trusts and estates in New York.
MaryAnne Gucciardi
Financial Advisor and Founder | Wealthmind Financial Planning
MaryAnne Gucciardi is a Financial Advisor and Founder of Wealthmind Financial Planning, an investment advisory and financial planning firm based in Cambridge and Chapel Hill, serving clients nationwide through virtual engagements. She is a CFP® (Certified Financial Planner™ professional), RICP® (Retirement Income Certified Professional®), and holds an MBA, bringing a strategic and comprehensive approach to wealth management.
As a fee-only fiduciary, MaryAnne is committed to acting in her clients’ best interests, providing transparent, objective advice without commissions or product sales. She specializes in personalized financial planning and investment management tailored to each client’s values, goals, and life stage. Her areas of expertise include retirement planning, investment strategy, tax-efficient wealth management, and guiding clients through major life transitions.
With a strong academic foundation and real-world experience, MaryAnne delivers clear, practical advice to help clients make confident financial decisions and build sustainable, purpose-driven plans for the future.
Organizer:
HBSANC
info@hbsanc.org