Working Well with Widows
Guest Expert: Kathleen Rehl,
This program, led by former financial advisor Kathleen Rehl, was designed for advisors who want to navigate the unique challenges and opportunities of working with widows. The webinar provided practical methods, resources, and processes to help you support clients through the difficult transition following the death of their spouse. Kathleen brought a heartfelt perspective, drawing from her experience as a widow and her extensive career in helping surviving spouses.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Working Well with Widows 10-09-2024
Comments
A few comments from listeners when they were asked what the learned from the webinar:
I have researched this topic a fair amount, but some of the statistics she shared were new to me and very interesting. The simple chart of now, soon, and later was also helpful and an idea, I will use.
- Jenny B.
I've always felt I moved extremely slow with widows, but hearing this webinar helped me realize I think I'm actually moving at an appropriate pace. But, I should probably look at charging a flat fee for that first year or two because I have been doing a lot of pro bono work.
- Dave M.
That it takes the right attitude more than anything else to work with widows. Also, that men can be effective at working with widows too. Top notch speaker and presentation. I've known of Kathleen Rehl for years, but had not seen a presentation by her. Excellent.
- Ralph R.
I have researched this topic a fair amount, but some of the statistics she shared were new to me and very interesting. The simple chart of now, soon, and later was also helpful and an idea, I will use.
- Jenny B.
I've always felt I moved extremely slow with widows, but hearing this webinar helped me realize I think I'm actually moving at an appropriate pace. But, I should probably look at charging a flat fee for that first year or two because I have been doing a lot of pro bono work.
- Dave M.
That it takes the right attitude more than anything else to work with widows. Also, that men can be effective at working with widows too. Top notch speaker and presentation. I've known of Kathleen Rehl for years, but had not seen a presentation by her. Excellent.
- Ralph R.
Comments
Eligible for CFP CE ? Attended - polling ? s did not allow response
Thank you
Thank you
Comments
Not sure if this is eligible for CFP CE? Thanks
Attendees Comments:
I have researched this topic a fair amount, but some of the statistics she shared were new to me and very interesting. The simple chart of now, soon, and later was also helpful and an idea, I will use.
- Jenny B.
I've always felt I moved extremely slow with widows, but hearing this webinar helped me realize I think I'm actually moving at an appropriate pace. But, I should probably look at charging a flat fee for that first year or two because I have been doing a lot of pro bono work.
- Dave M.
That it takes the right attitude more than anything else to work with widows. Also, that men can be effective at working with widows too. Top notch speaker and presentation. I've known of Kathleen Rehl for years, but had not seen a presentation by her. Excellent.
- Ralph R.
Thank you