Managing Finances After Loss or Change

Change is hard, you are not alone. 

This program is designed to help individuals navigate the financial realities that follow from a change in the family or the loss of a partner. It blends emotional grounding with practical guidance so participants can honor their grief while learning to manage essential money matters with growing confidence. The program covers assembling a trusted team, organizing key documents, handling household finances, and understanding larger decisions such as investments, estate planning, and taxes. 

Learning Outcomes: 

- Participants gain the clarity to assess their financial needs

- About to create a sustainable plan, and prepare their own estate with intention. 

- Empowers participants to move forward feeling informed, capable, and far less alone.

Presenter's bio: 

This workshop is facilitated by Chartered Professional Accountants of Canada (CPA Canada). CPA Canada is one of the largest national accounting organizations globally, representing over 220,000 members. It promotes transparency in financial markets, prepares members for a changing business environment, and contributes to standard setting and public policy. It also collaborates with international bodies to strengthen the global accounting profession. For more information, visit www.cpacanada.ca