Date and Time
Thursday Nov 21, 2019
6:30 PM - 8:00 PM CST
Date: Thursday, November 21, 2019
Time: 6:30 - 8:00 pm
Location
Location: Armstrong Purselley Office
2324 Cheek-Sparger Road, Bedford, TX 76021
Fees/Admission
RSVP online at https://www.armstrongpurselley.com/event/im-a-widow-now-what/ or call our office at 817-952-7260.
Description
Come join in on this small group of like-minded women for a real and intimate discussion about how widowhood may affect your financial future. Coffee and dessert will be served.
Topics:
- What are my Social Security options as a widow?
- What can I do with my husband’s IRAs and other employer sponsored retirement plans?
- Is it necessary to probate his will? What if he doesn’t have one?
- He always took care of the finances, what do I need to do to prepare myself to handle this from now on?
- Do I need to update my estate planning documents now?
Cindy Moon, Attorney at Law*
Board Certified Estate Planning Attorney
and
Shawndi L. Purselley, CFP®, CDFA®
Owner and Co-Founder, Wealth Advisor