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Our "Next Steps" Series of Talks

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 more information about these talks, click on the videos below:

Addressing the Regrettable Inevitable

An Emotional Journey

Beginning Your Next Steps

Unanticipated Positives

We invite you to discover how Foundational Wealth Advisory can enhance how wealth management is delivered to your family.

Thank you!