Working Well with Widows

Speaker: Kathleen M. Rehl, Ph.D., CFP®, CeFT®

Wednesday, February 13, 2019
12:00pm - 1:00pm

About the Program

Will you be fired or hired by the new widow?—70% fire prior advisors after the death of their spouse! Join this intermediate session to enhance your understanding of widowhood...including practical tools, skills, and processes to enhance relationships with these women.

About the Speaker

Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl empowers widows financially™ and inspires their advisors through her speaking, writing, mentoring and research about widows and money. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications.

Brown Bag Lunch