Advising Widows

When:  Jun 13, 2024 from 14:00 to 15:00 (ET)

The June 2024 Women & Finance Knowledge Circle will be held on Thursday, June 13th at 2 pm ET.

Guest speaker Megan Kopka will be presenting, "Advising Widows."

This comprehensive presentation on advising widows, dives into the intricate details of planning for widows. In this educational session, we’ll explore mindset matters and the pivotal role of financial advisors in guiding widows through the complex estate process beyond probate, including considerations for utility companies and social media accounts.

With a focus on serving this vulnerable population, we’ll discuss the intersection of emotional and mental well-being with financial resilience, shedding light on neuroplasticity changes and their impact on advisory meetings and guidance.

This presentation provides practical strategies for handling ongoing planning amidst numerous tasks, including the need to avoid overly lengthy meetings and offering additional grief support. Megan guides us through the stages of financial planning, from the acute phase, where immediate financial management is crucial, to the near-term and long-term perspectives.

Whether you’re navigating the complexities of credit freezes, assessing institutions through three-way calls, or addressing tax planning strategies, this presentation will cover it all. Discover the nuances of estate planning, investment considerations, and insurance planning for widows, providing a comprehensive roadmap for financial advisors supporting clients through challenging times.

Megan Kopka, a seasoned Certified Financial Planner™ professional and Registered Life Planner™ with over 15 years of expertise, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning. Facing pivotal moments early in her career, Megan’s commitment to bridging the gap between financial planning and the nuanced needs of widows and caregivers became her mission.  Megan combines her professional acumen and personal insights to offer comprehensive and empathetic financial solutions tailored for those facing similar circumstances. An active member of the Modern Widows Club, Megan is dedicated to inspiring and empowering fellow advisors through her unique blend of personal and professional expertise.



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