Just widowed
How to be prepared to manage finances when faced with widowhood.
Time frame: 60 mins
Learning objectives for participants
- learn where to start and how to manage finances during a difficult period
- understand how to assess financial needs, budget, and plan long-term
- learn how to prepare your estate and recognize the importance of wills
Outline
- you are not alone – the stats
- acknowledging your grief, putting your well-being first
- assembling your team
- gathering key documents
- managing household finances
- building confidence in money
- considering bigger financial decisions and investments
- other considerations
- understanding estate planning
- taxes
- resources
- Q&A
Learning materials
- Document organizer — organizer and tracker of all financial documents
- Net worth worksheet — helps calculate net worth
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines
- Eight weeks’ notice needed to setup a session.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.