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Evaluation

Breakout Session

Educational Breakout Sessions | Block 7

Financial Planning for Newly Widowed Clients (A Better Approach During a Challenging Time)

Thursday, September 28, 2023
3:15 PM – 4:15 PM MST
Location: PCC: North 131
CE: 1 CFP CE Credit(s)
CE Available
Complexity Level: Intermediate
Session Description: Eventually, most financial advisors work with clients who have lost a spouse. While sympathetic to this transition, it's still pretty much "business as usual." What is it clients need during this challenging and stressful time from their advisors? They can't tell their advisor, because even they don't know.

Financial planning with newly widowed clients requires a deeper understanding of what matters to widowed persons and a new set of optics to better serve - and retain - widowed clients. This session provides the framework that advisors must understand to best serve their newly widowed clients.

Learning Objectives:

  • Compare and contrast widowed and non-widowed clients; determine a better approach for working with newly widowed clients.
  • Plan for the five most important conversations to have with newly widowed clients.
  • Develop a deeper understanding of how to deliver the desired client experience to newly widowed clients.