Webinar: Financial Wellbeing After Loss: Considerations for Survivors
November 4, 2025, 12:00 PM-1:00 PM Eastern
Money is a topic that impacts life in multiple different ways and survivors may face unique and complex financial changes through their journey of grief and loss. The goal of this seminar is to discuss strategies to help promote financial wellbeing for survivors. Topics covered will include goal setting, budgeting, managing debt, understanding credit, the importance of saving, and considerations for long-term financial planning after loss.
Join this webinar to learn about actionable steps you can take today to feel empowered in your financial life. Tools and resources will be provided that can help you continue on your journey to financial wellbeing.
Presenters
Katie Casey-Macias, MQFP
Program Manager Lead - The USAA Educational Foundation
As a CERTIFIED FINANCIAL PLANNER™ professional, Katie’s role is to create and distribute educational materials to lead and inspire actions to improve financial readiness in the military community. Before joining The USAA Educational Foundation, Katie worked as an associate financial advisor and paraplanner professional in the financial services industry. As a military spouse, Katie continues to support her husband’s military career through multiple permanent change of station (PCS) moves, several deployments and temporary duty assignments (TDY). Katie holds a Bachelor of Arts in political science from the University of Notre Dame and a Master of Social Work from Catholic University. She attended Georgetown University’s School of Professional Studies to earn her Certificate in Financial Planning and passed the CFP® board exam in 2016.
About the TAPS Institute for Hope and Healing®
The TAPS Institute for Hope and Healing® is positioned to be the national and worldwide leader in training and education for bereavement professionals, bereaved individuals, and grieving military, veteran and civilian families. The Institute serves as a resource and training center, providing a hub for high-quality collaboration among professionals working in the field of grief and loss.
The Institute is where practical information on coping with loss are accessible for all who seek current strategies, the most effective tools, and best practices for supporting those who are grieving and those who serve the grieving.
The Institute provides workshops, seminars, panel discussions, and more to educate caregivers, mental health professionals, clergy, funeral directors, casualty officers, the bereaved themselves, and so many others on the best ways to travel the grief journey.
TAPS Institute for Hope and Healing® is located at TAPS Headquarters, 3033 Wilson Blvd., Third Floor, Arlington, VA 22201
Email us at Institute@taps.org or give us a call at 800-959-8277 (TAPS) with any questions.