Kingsbridge Office Hours are a series of open invitation sessions to call and ask questions one-on-one to financial professionals from Kingsbridge.

For this session, we will answer any question you have about Planning Pitfalls for those who are Widowed, Divorced, Remarried or Single. So much mainstream information seems to be geared towards the prototypical situation (married couple with 2.3 kids).  But what if you are single, widowed, divorced or remarried?  This session will answer questions such as:

• How do I start the financial planning process when the future is very uncertain?
• How do I plan for the future if it's just me?
• How do I name beneficiaries on my accounts to not disinherit an important family member?
• What are some questions I should ask when redoing my will?
• How long after a death or divorce should I be making decisions?
• What do I do with life insurance proceeds from my late wife/husband?
• How do I keep my money flexible but still working for me?

Call any time during the session to ask your questions one-on-one, we will answer anything and everything related to this topic.

Please also forward this even to your friends and family (some might really need this information), you don't need to be a client to to ask questions!

PPG-6512593.1 (3/24) (Exp. 3/26)