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Table of Contents
Table of Contents
The loss of a spouse brings profound emotional turmoil and immediate financial uncertainty; this course equips you with the structured knowledge to navigate the transition with confidence and clarity.
What You Will Learn
- 1 Understand the emotional and financial challenges widows and widowers face.
- 2 Learn to assess immediate liquidity needs and estate settlement.
- 3 Understand Social Security and pension survivor benefits.
- 4 Learn to manage life insurance proceeds and lump sums.
- 5 Understand investment portfolio rebalancing after loss.
- 6 Learn tax planning strategies for surviving spouses.
- 7 Understand estate planning updates and beneficiary reviews.
- 8 Learn to budget for lifestyle changes and long-term goals.
- 9 Understand the role of professional advisors in widow/widower planning.
- 10 Learn to create a comprehensive financial roadmap for the surviving spouse.
What's Included
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Widow Widower Planning