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Next Steps - Overview

We created our NEXT STEPS series of talks to help educate the non-financial spouse in their future responsibilities and empower them to have the confidence to move forward. Though it's not necessary to attend each talk, it is a best practice to consider as each talk builds on the prior one. This 4-part series has been presented to dozens and dozens of people, in a small group format, and has the future success of the surviving spouse as its goal. For an overview of these talks, click the video below.

We are currently scheduling our 2021 Talks. If you would like to schedule this four-part series of talks for a group that you are part of, please contact us for more information.