Financially Forward: Life After Loss or Separation

Life can change in an instant—whether through the loss of a partner or the end of a relationship. These transitions are emotionally challenging, but they also bring financial questions that can feel overwhelming. Join WCW Member and hostess Amy Schneider, CFP®, Beth Kmiec, JD, and Jill Martin, JD, for a presentation designed to help women navigate these pivotal moments with confidence and clarity.

Whether you're currently facing a loss or simply want to be prepared, this session will cover:

• What to Do First: Immediate financial steps to take after a loss or separation, including organizing accounts, updating beneficiaries, and understanding your new financial picture.
• Planning Ahead: How to build a financial safety net, create a legacy plan, and ensure your financial independence—no matter what life brings.
• Empowerment Through Education: Learn how to take control of your finances, ask the right questions, and make informed decisions for your future.

This presentation is not just about numbers—it’s about empowerment, preparation, and peace of mind. Whether you're planning ahead or rebuilding, this presentation will discuss specific steps regarding loss or separation.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Woman's Club of Wisconsin