We offer classes that can empower you with financial knowledge.
“How to be a Successful Widow/Widower”
This class assists widows/widowers by encouraging increased knowledge and financial empowerment. Topics include helping to identify which tasks can be managed on your own or those that will require professional assistance, basic education about money management, taxes, probate, living arrangements, and much more.
“Life Stage Planning for Couples”
This course is designed for couples struggling with their end-of-life planning and wishing to understand the process and solutions. Content covers planning documents; living arrangements; income adjustments; wealth transition; communication and most importantly, maintaining independence and control. Those who are newly independent (widowhood or divorce) and those caring for aging parents are also welcome.