Wings for Widows Continuing Education for Volunteer Coaches

This program is designed as a quarterly continuing education session for CFP financial advisors who volunteer with Wings for Widows. The aim is to keep coaches updated on the latest best practices, policies, and tools necessary to provide effective financial planning and support to widowed clients in crisis. Each session revisits critical areas such as client engagement strategies, the use of the "New Widow's Guidebook to Financial Wellness," compliance with solicitation and referral policies, and provides updates on any changes within the program or broader financial guidelines affecting widows and widowers. Quarterly topics include: • Advanced Grief Counseling Techniques: Training on psychological aspects could enhance coaches' abilities to support clients emotionally and financially. • Legal and Tax Implications for Widows: A deeper dive into the legal and tax challenges specific to widows could be beneficial. • Digital Literacy for Older Clients: As financial technology evolves, helping widows become more digitally savvy could empower them in managing their finances. • Cultural Competence Training: Understanding diverse backgrounds and cultures can improve interactions and tailored support for widowed clients. • Long-term Financial Planning: Beyond immediate crisis management, training on long-term planning could further support widows' financial independence and security.