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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:

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.