SPEAKER: Natalie Maxwell Shipp

Associate Vice President | Wealth Manager
IMG Financial Group, Inc.

Losing a spouse is an emotionally and financially overwhelming experience. This presentation will help individuals and families understand how proactive planning can ease the burden during a difficult time. We’ll discuss the essential steps to take before a loved one passes—such as organizing financial and legal affairs—and navigate the practical and financial actions required after loss, from probate administration to securing benefits and managing investments. Attendees will leave empowered with knowledge and resources to protect their financial well-being and ensure a smoother transition during one of life’s most challenging seasons.