“Are you thinking about working with a financial planner…or maybe changing to a different financial advisor? In this workshop we’ll talk about the real value of financial advice and how to sort through the alphabet soup of options available.
Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Having experienced widowhood herself, Dr. Rehl now empowers widows financially™ and inspires their advisors. 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 many other publications. Rehl owned an independent financial planning firm for 17 years before retiring to her “encore career”—speaking, writing, mentoring and researching widow’s financial issues.