Workshops
Expert-led sessions on grief, caregiving, and end-of-life planning. Browse recaps, notes, and resources from every session.
Legacy & Life Planning
What to Do Financially After a Spouse or Loved One Dies (Taxes, Benefits, and Common Mistakes)
Losing a spouse brings an unexpected wave of financial decisions. CFP Jeff Morneault walks through what to do first, what can wait, and how to avoid the most common and costly mistakes during a time of grief.
Caregiving & Serious Illness
Independent Living vs Assisted Living vs Nursing Home: Care, Costs, and Coverage
Most families don't realize how different independent living, assisted living, and nursing homes actually are until they're already in crisis. This session breaks down what each level of care involves, what Medicare and Medicaid will and won't cover, and how to plan ahead with confidence.