This presentation outlines the priorities in the first 90 days following the loss of a spouse.
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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 nominal fee for this service.
Lesson #1 Taking Control: The First 90 Days
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Recently-Widowed | 60-90 Minutes | PowerPoint | No | 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.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Recently-Widowed | 60-90 Minutes | PowerPoint | No | 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.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Open | 9-Week Course | Yes | Yes | Yes |
Lesson #4 Financial Basics
This presentation overviews budgeting, managing debt and credit, saving, and investing.
| Audience | Duration | Presentation | Video | Handout | 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.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Open | 60-90 Minutes | PowerPoint | Yes | Yes |
Lesson #6 Financial Basics – Investing
This presentation builds on Financial Basics with a focus on investing.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Open | 60-90 Minutes | PowerPoint | Yes | Yes |
Lesson #7 Preparing for the Unexpected
This presentation covers all forms of insurance: life, disability, long-term care, property and casualty, and auto.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Open | 60-90 Minutes | PowerPoint | Yes | No |
Lesson #8 Preparing for the Expected
This presentation addresses the preparation spouses should take ahead of death.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Caregiver | 45-60 Minutes | PowerPoint | No | Yes |
Lesson #9 Financial Self-Defense
This presentation addresses protecting your financial security, fraud, predatory lending, and elder abuse.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Recently-Widowed | 45-60 Minutes | Yes | Yes | Yes |
Lesson #10 Wills, Trusts & All Things Legal
This general presentation addresses beneficiaries, attorney powers, living wills, wills, trusts and more.
| Audience | Duration | Presentation | Video | Handout | Contact Us |
|---|---|---|---|---|---|
| Open | 45-60 Minutes | PowerPoint | Yes | No |