Planning

• What To Do As Soon as Possible
• In the Coming Weeks & Months
• In the Coming Months & Beyond
• Coping with Death: Financial Considerations in a Time of Need (On-demand Webcast)

Additional Resources

• Recently Widowed? Financially Survive the Death of a Loved One
• There will be ‘sudden wealth’ coming my way. Should there be any tools in place before I accept the funds?
• What to Do When a Loved One Passes Away (Mp3)
• How a Financial Planner Can Help You … and How to Choose the Right One Brochure (PDF | 2.59MB)