Are you looking to deepen your understanding of how to support widows effectively? This program, led by former financial advisor Kathleen Rehl, is designed for advisors who want to navigate the unique challenges and opportunities of working with widows. The webinar provides practical methods, resources, and processes to help you support clients through the difficult transition following the death of their spouse. Kathleen brings a heartfelt perspective, drawing from her experience as a widow and her extensive career in helping surviving spouses.
LEARNING OBJECTIVES
1. Identify the three stages of widowhood with appropriate actions for each phase
2. Recognize best practices for working effectively with widows
3. Develop actionable steps to improve your support for widowed clients
SESSION’S CONTENT
- An insightful look at Kathleen’s story as a widow
- Test your knowledge of statistics about widows
- Explore how a widow’s grief, emotions, and stress impact her cognitive abilities
- Learn what widows need and want from advisors
- Guidance on assisting widows through the three stages of widowhood
- Introduction to useful one-page tools for advisors
- Proven strategies for working with widows
- Key advice for new widows and mistakes to avoid
- Strategies to empower widows financially through education and involvement
- Latest research about widows and money
- Develop your personalized action plan
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.