Next Steps - Overview
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.