Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial checklists for widows, and the elements of a successful financial planner relationship. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar.
If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.[0:03] Welcome [1:24] Widowhood as a transition [3:43] Stages of widowhood [5:08] Now-Soon-Later [5:54] Your Trusted Team [6:53] Financial checklists for Widows [13:13] The elements of a successful financial planner relationship [14:14] Next Steps
Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.