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Length
1 Hour
Host
Cameron Zabko
Newly Widowed? The First 100 Days: What to Do, What Can Wait
Newly Widowed? The First 100 Days: What to Do, What Can Wait
Newly Widowed? The First 100 Days: What to Do, What Can Wait
A gentle, practical session with ‘Where’s the Key to the Safe?’ co-author Cameron Zabko, CFP®. Includes an actionable checklist.
Length
1 Hour
Host
Cameron Zabko, CFP®
What You’ll Learn
What You’ll Learn
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Led by Cameron Zabko, CFP®, the co-author of Where’s the Key to the Safe?
Led by Cameron Zabko, CFP®, the co-author of Where’s the Key to the Safe?
A calm plan for the first 100 days after loss
A calm plan for the first 100 days after loss
What to do now vs. what can wait — no rushed decisions
What to do now vs. what can wait — no rushed decisions
Which documents to gather and who to notify (in order)
Which documents to gather and who to notify (in order)
Organize accounts, bills, and passwords without overwhelm
Organize accounts, bills, and passwords without overwhelm
Survivor-benefit basics and timelines (education only)
Survivor-benefit basics and timelines (education only)
The “widow’s tax” explained simply (what to watch for)
The “widow’s tax” explained simply (what to watch for)
Meet Your Host
Meet Your Host
Cameron Zabko, CFP®
Cameron Zabko, CFP®
Wealth Advisor, Founder
Wealth Advisor, Founder
Cameron Zabko, CFP®, is the founder of Westhollow Wealth Management. A University of Georgia Terry College graduate and CERTIFIED FINANCIAL PLANNER™, Cameron brings personal passion to financial planning after witnessing his family's struggles following his uncle's passing. He specializes in retirement planning, estate strategies, and wealth management, having guided hundreds of client relationships and co-authored the book "Where's the Key to the Safe?"
Cameron Zabko, CFP®, is the founder of Westhollow Wealth Management. A University of Georgia Terry College graduate and CERTIFIED FINANCIAL PLANNER™, Cameron brings personal passion to financial planning after witnessing his family's struggles following his uncle's passing. He specializes in retirement planning, estate strategies, and wealth management, having guided hundreds of client relationships and co-authored the book "Where's the Key to the Safe?"
Frequently Asked Questions
Frequently Asked Questions
Who is this session for?
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Women who have recently lost a spouse or partner—or who want to prepare. It’s also helpful if you’re supporting a parent or relative.
How long is it?
About 45 minutes plus 10–15 minutes for Q&A.
When was it recorded?
The webinar was recorded in November 2025.
Is there a cost? Will you pitch services?
It’s free and educational. We’ll share a short slide at the end on how Westhollow can help—no obligation.
Will you cover Social Security survivor benefits?
Yes—timelines, eligibility basics, and how survivor benefits interact with your own. Not affiliated with or endorsed by the SSA.
Will you discuss taxes (RMDs, step-up, filing status)?
We’ll outline key concepts and common pitfalls. General education only; please consult your CPA/attorney.
What should I have on hand?
Optional: account list, recent statements, beneficiary designations, any will/trust, and your latest tax return.
Can I ask about my personal situation?
Yes—use the Q&A box. For private questions, you can book a 1:1 afterward.
I’m not in your state—can I attend?
Yes. Content is general; services provided where properly registered or exempt.
I lost my spouse years ago—will this still help?
Yes—ongoing planning items (beneficiaries, portfolio alignment, tax choices) still matter.
Who is this session for?
Women who have recently lost a spouse or partner—or who want to prepare. It’s also helpful if you’re supporting a parent or relative.
How long is it?
About 45 minutes plus 10–15 minutes for Q&A.
When was it recorded?
The webinar was recorded in November 2025.
Is there a cost? Will you pitch services?
It’s free and educational. We’ll share a short slide at the end on how Westhollow can help—no obligation.
Will you cover Social Security survivor benefits?
Yes—timelines, eligibility basics, and how survivor benefits interact with your own. Not affiliated with or endorsed by the SSA.
Will you discuss taxes (RMDs, step-up, filing status)?
We’ll outline key concepts and common pitfalls. General education only; please consult your CPA/attorney.
What should I have on hand?
Optional: account list, recent statements, beneficiary designations, any will/trust, and your latest tax return.
Can I ask about my personal situation?
Yes—use the Q&A box. For private questions, you can book a 1:1 afterward.
I’m not in your state—can I attend?
Yes. Content is general; services provided where properly registered or exempt.
I lost my spouse years ago—will this still help?
Yes—ongoing planning items (beneficiaries, portfolio alignment, tax choices) still matter.
Who is this session for?
Women who have recently lost a spouse or partner—or who want to prepare. It’s also helpful if you’re supporting a parent or relative.
How long is it?
About 45 minutes plus 10–15 minutes for Q&A.
When was it recorded?
The webinar was recorded in November 2025.
Is there a cost? Will you pitch services?
It’s free and educational. We’ll share a short slide at the end on how Westhollow can help—no obligation.
Will you cover Social Security survivor benefits?
Yes—timelines, eligibility basics, and how survivor benefits interact with your own. Not affiliated with or endorsed by the SSA.
Will you discuss taxes (RMDs, step-up, filing status)?
We’ll outline key concepts and common pitfalls. General education only; please consult your CPA/attorney.
What should I have on hand?
Optional: account list, recent statements, beneficiary designations, any will/trust, and your latest tax return.
Can I ask about my personal situation?
Yes—use the Q&A box. For private questions, you can book a 1:1 afterward.
I’m not in your state—can I attend?
Yes. Content is general; services provided where properly registered or exempt.
I lost my spouse years ago—will this still help?
Yes—ongoing planning items (beneficiaries, portfolio alignment, tax choices) still matter.
About Westhollow
About Westhollow
Westhollow Wealth Management is a fee-only fiduciary advisory firm specializing in comprehensive retirement planning and wealth management
Westhollow Wealth Management is a fee-only fiduciary advisory firm specializing in comprehensive retirement planning and wealth management
Disclosures
WHWM, LLC dba Westhollow Wealth Management ("Westhollow Wealth Management") is a Registered Investment Advisor ("RIA") located in the State of Georgia. Westhollow Wealth Management provides investment advisory and related services for clients nationally. Westhollow Wealth Management will maintain all applicable registration and licenses as required by the various states in which Westhollow Wealth Management conducts business, as applicable. Westhollow Wealth Management renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.