Posted on

Widowhood: When Two Becomes One

Pre-Conference Workshop
April 30 | Hilton Americas Houston
“70% of married women fire their financial professionals within one year of their husbands' deaths.”
Financial Advisor magazine


Susan Bradley, founder of the Sudden Money Institute and an internationally recognized thought leader in financial transitions planning, will lead this interactive workshop that will offer insight for every advisor who has, or will have, widows as clients.

 A primary reason couples hire and stay with a financial advisor is to be sure you will be there when the unthinkable, yet inevitable, happens as one spouse dies, leaving the surviving spouse alone to pick up the pieces and learn to live as one. To keep these valuable clients, advisors must learn how to work with widows on communication, decision making and expectations. This workshop covers the time-tested tools and process advisors can use to meet each widow where they are, guide them at their own pace and gradually help them recover their capabilities to rebuild their life.

Workshop Agenda
Approved 3.5 Hours/CFP Board & Investments & Wealth Institute (IMCA) CE Credits
9:00 a.m. -  noon
Section One: Early-Stage Contact

Widowhood is one of the toughest life experiences that anyone ever faces and is as common an event as retirement. Learn technical tools and support that will enable you to help widow clients with three big challenges during the grieving process: communication, decision-making and expectations.

Section Two: Case Interactions

Get practical experience on how to work with widows through role-playing in true-life client cases.

Section Three: Later-Stage Contact

A widow’s outlook and decision-making will continue to evolve over time after the life-changing loss of a spouse. Learn tools that help you continue to assess what is important to these clients so they keep you as their advisor.

Click here to register.