A Chatterton Educational Seminar

The Next Chapter: Financial Confidence for Surviving Spouses

While no one likes to think about losing a loved one, preparing now can make the financial and legal transition significantly easier when the time comes. Join Chatterton’s Arrash Zare for a thoughtful and educational seminar that explores the financial realities surviving spouses often face and the proactive steps you can take today.

When:

Thursday, September 17, 2026 at 10 a.m.

Where:

The Classroom at Chatterton & Associates

3061 E. La Palma Ave, Anaheim, CA 92806

 

Drinks and light refreshments will be served.

Register Today!

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What We'll Cover

  • What happens during the first 90 days after the loss of a spouse
  • How Social Security and retirement income may change
  • Why surviving spouses often face higher taxes
  • Beneficiary and retirement account considerations
  • Estate planning updates that may be needed
  • Practical planning strategies that can help protect your future

Who Should Attend?

  • Couples who want to prepare together
  • Widows and widowers seeking to better understand their financial options
  • Individuals who manage their own finances and want to make informed decisions
  • You’re the financial do-it-yourselfer in your household and want to make sure your spouse will be financially prepared

About Your Presenter

Arrash B. Zare​, CFP®, ChFC®, CEPA®, Clockwork Certified Partner™, Profit First Professional

Arrash Zare, CFP®, ChFC®, CLU®

Arrash knows that a primary part of being a financial planner is advocating for financial growth. This advocacy can only be achieved by actively listening to—and, more importantly, understanding—each client’s specific needs, then developing a personalized plan that promotes long-term success. Client service and care are the keys to client satisfaction, so he strives to build long-lasting professional and personal relationships. Arrash also volunteers for the program Wings for Widows, which helps widows manage the overwhelming administrative, financial, and practical matters of loss.

Continue the Conversation

Every attendee will have the opportunity to schedule a Next Chapter Readiness Review.

This complimentary one-hour planning meeting is tailored to your situation. Together, we’ll review your survivor income map, widow’s penalty projection (if applicable), and beneficiary audit to help identify planning opportunities and next steps.

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