October 19, 2023 | 2:00-3:00 PM

InFocus Financial Advisors, Inc.
Setting Up Your Surviving Spouse for Success |
Ocean Pines

Worcester County Library - Ocean Pines Branch | 11107 Cathell Rd, Berlin, MD 21811


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Setting Up Your Surviving Spouse for Success

When a spouse passes away, the uncertainty of what steps to take can be daunting. However, thoughtful preparation can alleviate some of the weight during this trying period. This class will cover how to appropriately plan for the unexpected death of a spouse or significant other. A difficult planning topic, attendees will review planning items to consider, common mistakes, and strategies to make sure they are financially secure in the unanticipated premature passing of a significant other.

Our team will be covering:

  • How to Appropriately Plan For an Unexpected Death
  • Planning Items to Consider, Common Mistakes, and Strategies
  • How to Achieve Long-Term Stability in Unanticipated Premature Passing
Thank You for Joining Our Educational Community!

About InFocus Financial Advisors, Inc.

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is sied to accomplish a great deal while keeping the costs to clients lower than the industry average.