- Putting a support team in place: Understand the role of your estate-planning attorney, financial advisor and therapist; - The Finances: Everything you need to know for the short-term and long term (a checklist of documents to collect, helpful worksheets and a guide to protect you against identity theft). - Self-Care: A guide to the physical impact of grief and how to cope with the effects. - Case studies with stories of what other widows have faced.
Learning Objectives
- Upon completion of this course, you will be able to:
- Understand money dynamics in marriage and in widowhood.
- Discuss financial steps after your client becomes widowed
- Retirement, Insurance, Social Security.
- Build a support team for your widowed client.
Major Topics
- Putting a support team in place: Understand the role of your estate-planning attorney, financial advisor and therapist;
- The Finances: Everything you need to know for the short-term and long term (a checklist of documents to collect, helpful worksheets and a guide to protect you against identity theft).
- Self-Care: A guide to the physical impact of grief and how to cope with the effects.
- Case studies with stories of what other widows have faced.
