Program Type:
LearningAge Group:
Adults
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Program Description
Event Details
The burdens that come with the loss of a spouse are immense and immediate. Those unfamiliar with financial transactions and instruments are thrust into a difficult position upon the death of a spouse, possibly endangering their own long term financial health. This presentation with financial adviser Daniel Mazzola will address Social Security survivor benefits, mortgage and credit card debt, investments, income taxes and other matters for which the surviving spouse will be responsible. The information is also useful to those who have lost their parent(s). All welcome.