Informative Webinar

Upgrade Your Path - Elevating Your Professional Trajectory & Financial Success

Join us for an empowering and insightful webinar based on the book Upgrade Your Path – Elevating Your Professional Trajectory & Financial Success by Melissa Ceballos, PHR, SHRM-CP. Drawing from the book’s practical frameworks and real-world guidance, this session will help you take control of your career and financial future. With expert insights, actionable strategies, and motivational content, you’ll learn how to navigate transitions with clarity, build resilience, and make decisions that align with your personal and professional goals.

Whether you're aiming to advance in your current role, transition into a new field, or gain confidence around your financial planning, this webinar provides the tools to help you move forward with purpose. You’ll walk away with proven techniques and renewed inspiration to design a career path that reflects your values and drives long-term success.

Webinar Presenters

  • Sean P. Lee, MSFS

    Managing Partner/Investment Advisor Representative

  • Melissa Ceballos, PHR, SHRM-CP

    Director of People & Business Development

What You Will Learn In The Webinar

  • Ways to align your personal values with career and financial goals to ensure every step you take professionally contributes to long-term financial well-being.

  • How to strategically position yourself for growth through personal branding, skill development and opportunity recognition. 

  • Tips on how to make empowered financial decisions with practical tools for budgeting, investing and managing career transitions.

  • Practical ways to self-assess your financial planning outlook to determine if professional guidance may be needed.

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