Beneficiary financial counseling


The death of a loved one involves numerous personal financial implications and decisions. Through our beneficiary financial counseling program, PwC financial counselors trained in bereavement issues coach and assist survivors of deceased employees who need guidance dealing with a variety of complex and timely issues at a difficult time in their lives.

How PwC can help

The Beneficiary Financial Counseling Program includes:

  • Personal financial coaches to personally assist survivors
  • Personal financial analysis to address the overall financial picture and provide action steps
  • Beneficiary financial resource guide for key issues affecting surviving family members

Contact us

Shawn Panson
Private Company Services, Leader
Tel: +1 (973) 236 5677

Kent E. Allison
Partner & National Leader, Employee Financial Education & Wellness
Tel: +1 (973) 236 5253

Aaron J. Harding
Managing Director, Employee Financial Education & Wellness
Tel: +1 (407) 236-5152

Emily P. Serna
Tel: +1 (973) 236 5832

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