Horizons For Surviving Spouses

Connect. Share. Grow.

Join us for lively, interactive virtual networking with other widows the first and third Wednesdays from 12pm to 1pm monthly as we connect, share and grow together. We’ll take on issues important to surviving spouses in an enjoyable, engaging way.  Additionally, because women face some unique barriers to saving, we’ll have a special emphasis on how to strike that right balance between living for today and planning for the future. Join our community to expand your network of supportive friends. Your new community awaits – ready, willing and able to help you on your life journey.

While you can certainly pick and choose the best dates for you, consider registering and participating in BOTH meetings each month to develop more and deeper relationships within the community. With advanced registration, you can save the meeting dates with links on your calendar as a reminder.

Please take a few moments to review our Horizons for Widows Guidelines before attending your first meeting to gain understanding of What We’re All About, What to Expect and the Group Rules.

10/7/2020 Methods of Healing 10/21/2020 To Work, Volunteer or Play
11/4/2020 Dealing with Anger 11/18/2020 Rebuilding a Nest
12/2/2020 Dealing with Guilt 12/16/2020 It Wasn’t Perfect All the Time
1/6/2021 Decisions, Decisions, Decisions 1/20/2021 On a Scale of One to Ten, What Am I Without a Man?
2/3/2021 Emptying Closets, Emptying Drawers 2/17/2021 Looking Back to Say Goodbye
3/3/2021 Dinner for One – Or Other Ideas? 3/17/2021 Invaluable Tips, Resources and Good Surprises
4/7/2021 It Seems So Surreal 4/21/2021 Young Widows versus Seasoned Widows
5/5/2021 Do I Answer the Mail? 5/19/2021 The Dumb Things People Say
6/2/2021 Where Did I Put My Mind? 6/16/2021 Finding Fullfillment
7/7/2021 Hello, Who’s Home? 7/21/2021 Organizing, Decluttering and Downsizing
8/4/2021 Great Vacation Planning 8/18/2021 Relationships Through a New Lens
9/1/2021 Overcoming the Blues 9/15/2021 Family Relationships
10/6/2021 To Wear or Not to Wear the Ring 10/20/2021 Widowhood and the Calendar
11/3/2021 Yesterday a Wife, Today a Mechanic 11/17/2021 Divorced, Widowed – Is It the Same?
12/1/2021 Notes to the Children 12/15/2021 Speak Up, I Can’t Hear You

Meeting Host and Founder: Paula McMillan, CFP®, CPA/PFS, CGMA

Connect with Paula on LinkedIn

Paula McMillan, CFP®, CPA/PFS, CGMAOverview:

Paula McMillan, CFP®, CPA/PFS, CGMA is a recognized thought-leader in navigating retirement readiness and the unique financial challenges of women.  Specifically, Paula’s passion is helping people balance living a desired lifestyle today with accumulating the savings needed for tomorrow through maximizing their financial position. She helps people answer the questions “Do I have enough? What strategies can I employ to have more?” Paula primarily does this through  collaborating with individuals, couples and families to create customized financial plans and investment strategies as a Senior Financial Advisor with Stearns Financial Group.

Professional Involvement:

An active leader in her profession, Paula is the Investment Subcommittee Lead on the AICPA Advanced Personal Financial Planning Conference Committee and a general member on the AICPA Personal Financial Specialist (PFS) Credential Committee and the Society of Financial Service Professionals Foundation Board. To advocate for the unique savings challenges faced by women, Paula founded and chairs Plenteous Financial Forum and the NCACPA Triad Women’s Initiatives Group. Paula is also an active member of the Greensboro Estate Planning Council and NAPFA.

Paula has been published and quoted in national and local publications, including US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger’s and The Business Journal. Additionally, she created two national AICPA podcast series on retirement planning and women and wealth and is a TEDx presenter on the topic of Retirement: Longevity and Security. Furthermore, Paula regularly delivers presentations to national, regional and local audiences on financial life planning related topics.

Personal:

Outside of professional endeavors, Paula advocates for families in crisis in her local community as a member of the Family Service of the Piedmont Guild and the Northwest Guilford Women’s Club. She lives in Summerfield, NC where she enjoys being outdoors biking, hiking, running and kayaking with her husband Zach, son Zahn and pound puppy, Cash (after “Johnny Cash”).

Resources by Paula

FINANCIAL WELLNESS

 

RETIREMENT READINESS

  • TEDx Retirement Longevity and SecurityWill you have enough money in retirement? In other words, will you be able to weather thirty years of inflation, taxes and market volatility with no paycheck? If not, you are not alone. After all, retirement systems that provide retirees with financial support have changed.
  • AICPA Retirement Podcast Series: Take a moment to dial into the Retirement Podcast Series to better understand key challenges, opportunities and solutions in retirement planning tackling issues such as: Will Your Clients Have Enough to Retire?; What is the National State of Retirement?; Making Conversations Count: Integrated Financial Planning; Lessons From the Ninth Hole: What Current Retirees Have to Say
  • Amid Uncertainty, Financial Planning Clients Stick with Long-Term Plans – Journal of Accountancy: With financial plans built for the long term, major adjustments shouldn’t be necessary. Advisers who know their clients well and had already been doing the appropriate level of planning have been able to focus on identifying strategic opportunities rather than significant changes. After all, part of the reason we plan is because you do not want to be trying to fix the airplane as you are flying through the air.
  • Four Tax and Financial Planning Tips to Share With Clients:  Uncertainty is a common theme these days. People worry about the future and face many personal finance questions. Help your clients minimize the cumulative lifetime taxes they and potentially their heirs will pay.
  • What is Long-term Care Insurance and Do You Need It? To buy, not buy or one of the choices in between. This article provides important factors that should be considered in making your decision.
  • The Cheapskate’s Guide to Retirement-Kiplinger: While there are many paths to wealth, most people who stay wealthy have a healthy respect for money – and can be very resourceful in their frugality. Paula enjoyed working with Kiplinger’s Retirement Report Editor, Mary Kane,  on this engaging, informative piece!
  • Top Seven Mistakes When Claiming Social Security Benefits_AICPA The Tax Adviser: The first place most people start when planning for retirement income is Social Security. These are the top seven mistakes I see when claiming Social Security benefits. These are frequently made mistakes that can be very costly!
  • Social Security: Now or Later?-Kiplinger: In claiming Social Security, delaying benefits will increase the size of your checks. However, it’s not the best strategy for everyone. It was such a pleasure to work with Sandra Block, Kiplinger Retirement Report Editor, on this engaging, informative piece!
  • Presentations Offered:
  • Retirement Longevity and Security (Presentation): Retirement: Longevity and Security is more difficult (and more critical) to manage than ever before with no pensions, longer lifespans and more.
  • Inflation, Tax Volatility and No Paycheck (Presentation): Retirement planning is far more complicated than most people realize. Often, more time is spent planning for vacations than retirement. This procrastination can be costly. After all, the effects of the financial decisions you make, or fail to make, compound over time.
  • Strategic Social Security Planning (Presentation): Social Security can be far more complicated than people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime. This one-hour workshop will acquaint you with rules and strategies for claiming Social Security benefits.
  • Investing and IRA Planning for Boomers (Presentation): As workers near retirement, you want to be sure you understand the important aspects of investing and IRA planning for Boomers, including where to take money from and when.
  • Managing Healthcare Costs in Retirement (Presentation): Now is the best time to start planning for healthcare costs in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.

 

WOMEN AND MONEY

  • AICPA Women and Wealth Podcast Series: Take a moment to dial into the Women and Wealth Podcast Series to better understand key challenges, opportunities and solutions in advising women tackling issues such as: Financial Influence on the Move; Breadwinner Women Sandwiched Between Career, Children and Caregiver; Women Navigating Divorce, Independence and Finances; Widow Can Feel Like A Four Letter Word: Supporting the Surviving Spouse
  • Women Breadwinners Bear Brunt, Feel Ill-Prepared-The Business Journal: As the primary breadwinners in 40% of families, women are increasingly moving into the driver’s seat when it comes to family finances. Surprisingly, instead of being cheered on by their relatives and others, most women disclose a different experience.
  • AICPA Women Taking the Reins – Financial Influence on the Move: There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities.
  • Presentations Offered:
  • Women Taking the Reins (Presentation):  There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities.
  • Financial Wellness for Women (Presentation): Defining financial wellness and what factors are most critical for women to tune into by age and stage.

Join Horizons for Widows – a networking group for women widows meeting twice monthly:

Register for the First Wednesday of the month
Register for the third Wednesday of the month

Connect with group members directly when you join our LinkedIn group:

Join our LinkedIn Group