WEBINAR: Advising Widows

This comprehensive Inspiring Insights webinar on advising widows, where guest speaker Megan Kopka dives into the intricate details of planning for widows, combining her technical expertise with a deep understanding of the grief experience. In this educational session, we’ll explore mindset matters and the pivotal role of financial advisors in guiding widows through the complex estate process beyond probate, including considerations for utility companies and social media accounts.

Megan Kopka, CFP®, RLP®, shared valuable insights into communication skills, emphasizing the human side of money and the imperative need for financial plans in the aftermath of significant life changes. With a focus on serving this vulnerable population, we’ll discuss the intersection of emotional and mental well-being with financial resilience, shedding light on neuroplasticity changes and their impact on advisory meetings and guidance.

The webinar provides practical strategies for handling ongoing planning amidst numerous tasks, including the need to avoid overly lengthy meetings and offering additional grief support. Megan guides us through the stages of financial planning, from the acute phase, where immediate financial management is crucial, to the near-term and long-term perspectives.

Whether you’re navigating the complexities of credit freezes, assessing institutions through three-way calls, or addressing tax planning strategies, our webinar will cover it all. Discover the nuances of estate planning, investment considerations, and insurance planning for widows, providing a comprehensive roadmap for financial advisors supporting clients through challenging times.

Watch Replay Here

 

About Megan Kopka

Megan Kopka, a seasoned Certified Financial Planner™ professional and Registered Life Planner™ with over 15 years of expertise, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning. Facing pivotal moments early in her career, Megan’s commitment to bridging the gap between financial planning and the nuanced needs of widows and caregivers became her mission. As the Founder and CEO of Kopka Financial since 2018, Megan combines her professional acumen and personal insights to offer comprehensive and empathetic financial solutions tailored for those facing similar circumstances. An active member of the Modern Widows Club, Megan is dedicated to inspiring and empowering fellow advisors through her unique blend of personal and professional expertise.

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Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.