Financial Planning for Widows and Widowers [S-11-21]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | SUNY: Van Housen Extension SB27A |
| Classes: | 4 Sessions 1.0 hours |
| Dates: | Wed 11:00 AM 04/27, 05/04, 05/11, 05/18 |
| Status: | CLOSED |
Print Info
The transition to life after the loss of one’s partner is made even more difficult by a multitude of necessary financial decisions. This course will help you to get started on your own by discussing cash flow issues, insurance changes and tax implications, as well as how to begin managing your investments.
Eleanor Menz of Menz Financial Advisors is a Certified Public Accountant and Certified Financial Planner ™ who has served North Country clients for over twenty years. She has also held faculty positions at Clarkson and SLU.
Cap: 20