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Charting a Path to Financial Wellness

Speaker(s): Melissa Brennan, Sue Burke

Melissa Brennan
Melissa Brennan
Sue Burke
Sue Burke

This workshop will help you navigate the uncharted financial waters after your spouse or partner dies.  We will help you get organized, by safeguarding your credit, protecting your identity and finding those important documents. We will help you get prioritized by claiming your benefits, managing your money flow, and understanding your banking and investments.  We will help you get stabilized by taking ownership of your assets, understanding your taxes and insurance needs, protecting the estate and managing your household finances.

Track(s): Newly Widowed: Help for the First Year of Widowhood Recently Widowed: Tools and Tips for those Widowed 1-3 years Middle Widowed: Hope and Healing for those Widowed 3-5 years LGBTQ+ Widowed

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Contact Info

Soaring Spirits International
2828 Cochran St. #194
Simi Valley, CA 93065

Email: [email protected]

Phone: 877-671-4071

Soaring Spirits International is a 501(c)3 Corporation EIN#: 38-3787893. Soaring Spirits International provides resources with no endorsement implied.

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