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