Broker Check
17 Nov
How to Provide for a Surviving Spouse in Retirement


Planning for your retirement can be both exiting and daunting!  Thinking about how you will spend your free time may inspire you however you may also be concerned about having enough money or running out of money to soon.  An often overlooked piece of the retirement puzzle is how a surviving spouse or partner may be affected if you pass away before them during retirement. 

Without a plan in place for a widowed partner, they could be at risk of a lower standard of living, running out of money to soon, or not being able to cover unexpected medical expenses.  But did you know there are simple planning strategies you can take to make sure they will be taken care of in the event you are not here?

We invite you to join us for a free webinar to teach you everything you need to know about the risks in retirement for a surviving spouse and how to avoid them altogether.  If you’d like to attend from the comfort of your home, simply use the link below to register.

During this educational event, we will cover:

  • The new challenges surviving spouses face in retirement today.
  • Changes to Required Minimum Distributions and withdrawal rate risk
  • Pensions and IRA strategies for a surviving spous
  • How a surviving spouse will be affected by rising healthcare costs.
  • Social security strategies for a surviving spouse.

How to Provide for a Surviving Spouse in Retirement

Tuesday, November 17th from 11:30 am - 12:15 pm

Please share with friends, family or anyone who this could benefit! 


Kelley, Glennel, Doug, and Elsa






Date and Time

Tue, Nov 17, 2020

11:30a - 12:15p HST


Zoom Meeting - Please register by clicking the "Register" button above


Event Registration