Registration Required
Facilitated by ATB Wealth
Financial security isn’t just about the numbers, it’s about the confidence of knowing the path ahead. This session offers clear, practical guidance for those who have recently experienced the loss of a partner, as well as couples who wish to proactively build a resilient plan together.
We will walk through the 'Resilience Roadmap,' covering the essential financial checklist for life’s major transitions. From accessing benefits and updating account titles to managing complex estate documents. Whether you are navigating a recent loss or planning for the future, you will leave with a step-by-step strategy to move from immediate triage to long-term financial stability.
Registration required: