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Wings for Widows Speaker Series featuring Maureen Revak and Melissa Brennan
April 21 @ 7:00 pm - 8:00 pm UTC-6
Maureen Revak presents: ‘Finding and Making the Most of a Grief Group’
Also Featuring Melissa Brennan who will present ’10 Financial Mistakes Widows Make’
I’ve noticed, over my 20 years in practice, that there are certain recurring challenges most widows face and some well-meaning but harmful advice they receive. If I could give blanket advice to widows, this is what I would relay as a professional and an insider in the financial services industry.
Melissa is a veteran CFP® practitioner located in North Texas who serves multi-generational families with widowed matriarchs. Her goal is to create a comprehensive family plan that focuses on protecting the widow’s financial security in the near term and transfers wealth to the next generation in the most cost-effective and tax-efficient manner possible.