This comprehensive presentation on advising widows, dives into the intricate details of planning for widows. In this educational session, we’ll explore mindset matters and the pivotal role of financial advisors in guiding widows through the complex estate process beyond probate, including considerations for utility companies and social media accounts.

With a focus on serving this vulnerable population, we’ll discuss the intersection of emotional and mental well-being with financial resilience, shedding light on neuroplasticity changes and their impact on advisory meetings and guidance.

This presentation provides practical strategies for handling ongoing planning amidst numerous tasks, including the need to avoid overly lengthy meetings and offering additional grief support. Megan guides us through the stages of financial planning, from the acute phase, where immediate financial management is crucial, to the near-term and long-term perspectives.

Whether you’re navigating the complexities of credit freezes, assessing institutions through three-way calls, or addressing tax planning strategies, this presentation will cover it all. Discover the nuances of estate planning, investment considerations, and insurance planning for widows, providing a comprehensive roadmap for financial advisors supporting clients through challenging times.