Working with Surviving Spouses

11:15 AM - 12:15 PM
San Diego A

Working with surviving spouses can be very rewarding and provide tremendous referrals. Understanding the unique financial and emotional nuances is critical to working effectively. This session will help you understand the financial, tax, and other planning issues specific to surviving spouses.

Learning Objectives: 

  1. Uncover planning issues and opportunities specific to surviving spouses
  2. Learn best practices for dealing with Social Security, adjusting cost basis, and applying for financial aid
  3. Determine items to address immediately or over time
  4. Learn how to create a dialogue and environment that is welcoming and not intimidating for newly widowed clients and how to build a practice around this niche