My Partner Died; How to Best Tie Up Loose Ends--including but not limited to:
- Tips to navigate your future with less income,
- What bills/balances to pay off to avoid waste,
- How to maximize your AFTER-TAX/spendable income,
- Easy steps to budget/pay for your new/unexpected future….
- Purging & Organizing files—what needs kept & for how long?
- Updating your contingency plan for your family,
- Amending or creating your bucket list,
- Assessing which of your investments are poised to support your goal achievement.
This will be a hands-on workshop experience not only teaching you how to use the handouts, yet also informing you of little known yet costly pitfalls to avoid re: beneficiary designations & tax planning/filing.
If you can plan ahead and bring along either your investment or budget specifics you will walk away even more empowered to identify your next steps.
BONUS: ALL Workshop attendees will receive 5 Must-have checklists & worksheets to aid your organization & gain control over your finances!