Working With Widows
Working with Widows
Kathleen Rehl, a leading authority on the subject of widows and their financial issues, will share her story of serving widows and writing Moving Forward on Your Own: A Financial Guidebook for Widows.
A widow herself, Kathleen is frequently invited to speak at industry meetings and conferences—sharing her story and educating advisors on how to work successfully with widows.
Her guidebook has received 10 national and international awards. Kathleen’s work has been featured in dozens of popular magazines, newspapers and professional journals. These include The New York Times, Wall Street Journal, Kiplinger’s, Advisor Perspectives, AARP Bulletin, U.S. News & World Report, Consumer Reports, Investment News, USA Today, CNBC, Reuters, Bottom Line Personal and others. The U.S. Army uses her book in their Survivor Outreach Services centers worldwide.
She served widowed clients in her personal financial planning firm for 17 years before closing that business in late 2013. She now has more time for speaking, teaching and writing in her new firm, Rehl WEALTH Collaborations LLC. Kathleen’s core value commitment to helping her “widowed sisters” shapes her practical suggestions that assist professionals understand and serve widowed clients well.
