Request a Speaker | Wings for Widows
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Request a Speaker

Our primary goal is to help new widows understand and take control of their financial life. To this end we provide classes and coaching to improve their financial wellness. Some lessons are specifically tailored to widows; others are open and valuable to any group. Most presentations can be shortened; durations below include Q&A. If you would like one of our speakers to present to your group, please contact us below. There may be a small nominal fee for this service.

Lesson #1 Taking Control: The First 90 Days

This presentation outlines the priorities in the first 90 days following the loss of a spouse.

AudienceDurationPresentationVideoHandout Contact Us
Recently-Widowed 60-90 Minutes PowerPointNo Yes

Lesson #2 Taking Control: The Next 90 Days

This presentation outlines the priorities in the second 90 days following the loss of a spouse.

AudienceDurationPresentationVideoHandout Contact Us
Recently-Widowed 60-90 Minutes PowerPointNo Yes

Lesson #3 Your Money, Your Goals

This 9-week program is open to any group desiring to improve their financial literacy. Min Group Size of 20.

AudienceDurationPresentationVideoHandout Contact Us
Open 9-Week Course YesYes Yes

Lesson #4 Financial Basics

This presentation overviews budgeting, managing debt and credit, saving, and investing.

AudienceDurationPresentationVideoHandout Contact Us
Open 45-60 Minutes PowerPoint/No Yes

Lesson #5 Financial Basics – Budgeting

This presentation builds on Financial Basics with a focus on developing a working budget.

AudienceDurationPresentationVideoHandout Contact Us
Open 60-90 Minutes PowerPointYes Yes

Lesson #6 Financial Basics – Investing

This presentation builds on Financial Basics with a focus on investing.

AudienceDurationPresentationVideoHandout Contact Us
Open 60-90 Minutes PowerPointYes Yes

Lesson #7 Preparing for the Unexpected

This presentation covers all forms of insurance: life, disability, long-term care, property and casualty, and auto.

AudienceDurationPresentationVideoHandout Contact Us
Open 60-90 Minutes PowerPointYes No

Lesson #8 Preparing for the Expected

This presentation addresses the preparation spouses should take ahead of death.

AudienceDurationPresentationVideoHandout Contact Us
Caregiver 45-60 Minutes PowerPointNo Yes

Lesson #9 Financial Self-Defense

This presentation addresses protecting your financial security, fraud, predatory lending, and elder abuse.

AudienceDurationPresentationVideoHandout Contact Us
Recently-Widowed 45-60 Minutes YesYes Yes

Lesson #10 Wills, Trusts & All Things Legal

This general presentation addresses beneficiaries, attorney powers, living wills, wills, trusts and more.

AudienceDurationPresentationVideoHandout Contact Us
Open 45-60 Minutes PowerPointYes No