Banff – Losing a spouse brings profound emotional and financial change. In this compassionate and practical session, Charlotte Paul, CIM—Associate Portfolio Manager with Assante Capital Management and founder of Shine Financial Group—shares five key rules every widow should follow to avoid common financial mistakes. Using her “Hurt, Heal, and Harmony” framework, Charlotte offers clear guidance on when to make decisions, how to spot predatory financial practices, and ways to protect long-term security.
Protecting Your Wealth as a Widowed Person
Speaker(s): Charlotte Paul

