Advising Widows

Description

Join NCACPA’s Financial Planning Network and Megan Kopka, CFP®, RLP® on Tuesday, July 22 from 12:00 – 1:00 pm via Zoom for a powerful (non-CPE) webinar as she shares practical and compassionate strategies for advising widows. Combining financial expertise with deep insight into grief, Megan will guide advisors through the emotional and technical challenges widows face – estate planning and utility transitions to credit freezes, social media accounts, and tax strategies.

You’ll learn how to:

• Build confidence to advise and guide a widow’s acute, near-, and long-term stages of widowhood.
• Communicate with empathy, recognizing grief’s impact on identity and decision-making.
• Offer meaningful support beyond probate, with tools like three-way calls, checklists, follow-ups and resources.
• Recognize cognitive and emotional shifts that influence financial resilience.

This session highlights the importance and the need to serve widows well – with skill and care.

The Zoom access link will be provided in the confirmation email.*This is a non-CPE event

To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352 using event code SN000525.

Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.

Event speaker: Megan Kopka, CFP®, RLP®

Details

Event Speaker:

Megan Kopka, CFP®, RLP®, is the founder and owner of Kopka Financial, LLC, a fee-only, fiduciary financial planning firm based in Wilmington, North Carolina. With over 18 years of experience in the financial industry, Megan specializes in holistic financial life planning and investment management, particularly for women navigating widowhood & caregiving. 

Megan's journey into financial planning began from personal experience. After facing the challenges caregiving followed by widowhood and coupled with solo parenting with her husband's battle with ALS, she recognized the critical need for compassionate, comprehensive financial guidance tailored to life's complexities. This led her to establish Kopka Financial, LLC. where she integrates her background as a former math teacher with her expertise as a CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner®. 

Beyond her practice, Megan is deeply committed to empowering widows. She co-founded the Cape Fear Community of the Modern Widows Club in May 2020 and currently serves as Chair of the Board of Directors for the national organization. Through this role, she advocates for widows' well-being, emphasizing growth, resilience, and the importance of community support as well as professional support from her colleagues. 

Megan's approach to financial planning is rooted in aligning clients' values with their financial unique life values, ensuring they have the clarity and confidence to pursue their dreams. Whether assisting with end-of-life planning, navigating the intricacies of caregiving, or helping clients stabilize a financial foundation with less stress to realign their experience and find purpose, Megan offers personalized strategies that honor each individual's unique journey. 

Outside of her professional endeavors, Megan cherishes time with her two grown children, Bruce, a maritime officer, and Jaden, an aspiring commercial pilot. She also enjoys salsa dancing, traveling, and connecting with others through educational presentations on financial wellness and life planning. 

For more information or to connect with Megan, visit Kopka Financial.

Credit Types