Finding Guidance After Losing a Loved One

Run Time: 17:13

In times of profound grief, even simple decisions can feel overwhelming. This session offers compassionate, practical advice for managing financial and emotional transitions during one of life’s most challenging moments. Losing a loved one can leave you feeling lost and unsure of the path ahead. But with the right guidance, small steps can lead to a renewed sense of clarity and direction. This webinar will help you take those steps—whether you are supporting yourself or someone close to you. This session is ideal for anyone currently experiencing loss or preparing to support loved ones during such times.

Topics We Cover Include:

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Webinar Speakers:

Andrew Sivertsen, CFP®, EA, CeFT®

Sr. Financial Planner
Andrew serves small business owners, professionals, and retirees, helping them navigate the complexities of financial planning. His knowledge lies in financial planning, investment management and tax planning. Andrew takes pride in collaborating with the team to help achieve positive outcomes for our clients through every stage of their financial journey. His approach is rooted in thoughtful service, aiming to help others live a great life through sound financial strategies.

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