Transitions Wealth Management

Transitions Wealth Management As a CFP™, I specialize in guiding people whose lives have drastically changed prepare for a better tomorrow.

I provide assistance during transitions like job changes, marriage or divorce, loss, or sudden wealth, addressing a variety of life scenarios.

08/26/2026
Today is Book Lovers Day! Find a cozy spot, grab your favorite book or pick up a new one, and get lost in the joy of rea...
08/09/2026

Today is Book Lovers Day! Find a cozy spot, grab your favorite book or pick up a new one, and get lost in the joy of reading.

08/03/2026
No milestone is too small, and it is never too early to start preparing. On this Milestone Planning Day, remember big go...
07/26/2026

No milestone is too small, and it is never too early to start preparing. On this Milestone Planning Day, remember big goals are achieved one step at a time.

It's International Self Care Day. Take a break, drink some water, take a walk. Recharge and prioritize your well-being. ...
07/24/2026

It's International Self Care Day. Take a break, drink some water, take a walk. Recharge and prioritize your well-being. Self care is essential and helps you show up as your best self!

Nelson Mandela Day celebrates a legacy of courage, compassion and service. We all have the power to make a positive chan...
07/18/2026

Nelson Mandela Day celebrates a legacy of courage, compassion and service. We all have the power to make a positive change.

A perfect way to beat the summer heat is with a homemade sundae. Today is Make your own Sundae Day. Pile on the toppings...
07/11/2026

A perfect way to beat the summer heat is with a homemade sundae. Today is Make your own Sundae Day. Pile on the toppings and enjoy!

What a great fundraiser! Where will you go when you win?
07/08/2026

What a great fundraiser! Where will you go when you win?

✈️🍽️ Win Dinner for Two… Anywhere in the WORLD! 🍽️✈️
Kutztown Rotary is launching a brand‑new fundraiser — and this one is BIG.

We’re raffling off a travel package so you and a guest can enjoy Dinner for Two anywhere around the globe. Paris, Tokyo, Cape Town, Sydney… if you can dream it, you can go.

All proceeds benefit the Kutztown Rotary Charitable Foundation and support the local and global service projects that make a real difference.

🎟️ Ticket Details
$25 each
Bundle of 5 for $100
Only 2,000 tickets will be sold
Sales end November 21, 2026

🎫 Tickets can be purchased through any Kutztown Rotary member or at Rotary events.
💵 Payment accepted: cash or check (made payable to Kutztown Rotary Charitable Foundation, Inc.)

🗓️ Drawing Information
The winning ticket will be drawn on Wednesday, December 2, 2026 at the Kutztown Tavern.
You do not need to be present to win.

Travel arrangements will be made through Ellen Overcast Main Street Getaways Dream Vacations by November 30, 2027 (your trip can occur later).

📄 Official rules available online.
📧 Questions? Contact the Kutztown Rotary Charitable Foundation (Tom Kulp at [email protected]).

🌍 Your adventure could start with just one ticket.
Support local impact. Dream big.
And maybe… pack your bags.

Address

203 Main Street First Floor
First Floor, PA
18049

Telephone

+14842147673

Website

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