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How to Choose the Right Financial Adviser to Help You Move Forward

Speaker(s): Kathleen Rehl

Kathleen Rehl
Kathleen Rehl

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. What’s the best choice for your situation and how can you find this professional? You’ll learn questions to ask potential planners to work with and practical suggestions to help you move forward with your financial life.

FYI: I stopped working with individual financial planning clients when I retired from my financial planning business five years ago. Since then I’ve retained my CFP® status and my CeFT® designation. I share this so Camp Widow attendees know they would not be able to become a planning client with me. Rather I provide educational information through my speaking, writing, and limited mentoring for widowed persons…in addition to our ongoing research about widowed persons and money issues.

Track(s): Newly Widowed: Help for the First Year of Widowhood Middle Widowed: Hope and Healing for those Widowed 3-5 years Seasoned Widowed: Community Building for those Widowed 5 years and more Navigating Trauma in Widowhood

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Contact Info

Soaring Spirits International
2828 Cochran St. #194
Simi Valley, CA 93065

Email: [email protected]

Phone: 877-671-4071

Soaring Spirits International is a 501(c)3 Corporation EIN#: 38-3787893. Soaring Spirits International provides resources with no endorsement implied.

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