Widows often experience unique financial challenges. This course offers methods for successfully navigating those challenges and planning for the future. Topics in this course are tailored to those special circumstances, and include updating wills and trusts, revising beneficiary designations, addressing the rising costs of living as a single individual, and identifying valuable community resources. We will also cover trustee services for families with special-needs beneficiaries or complex heirs, along with key investment considerations for widows seeking long-term stability and confidence.

With over 18 years of experience in the financial services industry, Carolyn Bare specializes in management of investment and tax and estate planning. Carolyn focusses on those areas particularly for families with scary heirs, special needs loved ones or families with complex family dynamics. Avantax is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.