For Widowed Women 55–75 Who Want a Clear Plan for Their Money
In 60 minutes, learn the 3 steps you can take to
organize your finances
A live workshop, including a guided planning checklist and clear next steps to help you feel more organized and confident about your money.
What our clients are saying
Rebecca’s Experience
When Rebecca needed financial guidance during a difficult transition, she found the personal attention and expertise that helped her regain confidence in her future.
DISCLAIMER: Rebecca is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
STILL FEELING UNSURE ABOUT YOUR FINANCES AFTER LOSING YOUR PARTNER?
3 hidden money traps that leave widows anxious, overpaying taxes, and afraid to make a wrong move
What every widow deserves to know about protecting their family's legacy, without confusion, guilt, or overwhelm.
Are you...
Unsure how to handle accounts, benefits, or investments your partner used to manage?
Tired of feeling like every financial decision could be a mistake?
Wondering if you're being too cautious or not cautious enough?
Longing for a sense of clarity and peace with your finances again?
Who This Workshop is For
Widows 6 months or 6 years past loss, anyone ready to stop feeling "stuck" and feel steady again.
Women who want simple, step-by-step clarity about taxes, pensions, insurance, and investments, in plain English.
Anyone who wants peace of mind, not a sales pitch, just honest, compassionate education that helps you breathe easier.
100% FREE AND YOU CAN ATTEND VIRTUALLY FROM ANYWHERE
Join The Free Workshop On Tuesday, Dec 2, 2025 4:00 PM PT
Join others who've gone from anxiety to financial peace of mind.
Standard Price: $497+
Today: 100% FREE
Tues. Dec 2, 2025
4:00 PM Pacific
BEFORE AND AFTER
This Workshop Can Bring You
Clarity, Confidence, and Calm
20+ years of helping families find peace after loss
BEFORE
"I don't even know where to start. It all feels like to much."
"I'm afraid I'll make a financial mistake my husband never would have."
"Every expert tells me something different, and I just shut down."
"The paperwork, taxes, and accounts keep piling up."
"I feel guilty for wanting to move forward, like I'm leaving him behind."
AFTER
"I know exactly what steps to take and who to call."
"I feel confident, organized, and supported, finally!"
"I understand my finances in a way that makes sense."
"I've created a plan that honors my spouse and gives me peace of mind."
"I finally feel free to live again, with confidence instead of fear."
THE EVENT CURRICULUM
The Workshop Outline
[Main Topic 1]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
[Main Topic 2]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
[Main Topic 3]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
Your future self thanks you.
Join The Workshop Now!
