Just widowed
Session Objective
Equip women with the right strategies for financially recovering after the loss of a partner and maintaining good financial confidence moving forward.
Just because you’ve experienced a major loss doesn’t mean you can’t carry on with strength and determination. Understanding the steps needed to help prepare and move forward is key to maintaining financial momentum. Striking the right balance of confidence, knowledge, and support will ensure you have everything it takes to forge a positive future for yourself.
Learning Outcomes
- Learn where to start and how to manage finances during a difficult period
- Understand how to assess financial needs, budget, and plan long-term
- Learn how to prepare your estate and recognize the importance of wills
Session Outline
- You are not alone – the stats
- Acknowledging your grief, putting your well-being first
- Assembling your team
- Gathering key documents
- Managing household finances
- Building confidence in money
- Considering bigger financial decisions and investments
- Other considerations
- Understanding estate planning
- Taxes
- Resources
- Q&A
Learning Materials
- Document organizer
Topics Covered
- Acknowledging grief
- Finding professional help
- Managing household finances
- Building and maintaining confidence in money
- Investing
- Estate planning
- Taxes
Who Should Attend
Women who want to be prepared to manage finances when faced with widowhood.
