Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors. Kathleen is the author of the multi-award winning book, Moving Forward on Your Own: A Financial Guidebook for Widows.
She’s frequently invited to speak at industry meetings and conferences, in addition to events sponsored by advisors, foundations and other non-profit groups—sharing her story with women and educating professionals on how to work successfully with widows.
Kathleen’s work has been featured in the Wall Street Journal, New York Times, Kiplinger’s, Money, U.S. News & World Report, CNBC, Reuters, USA Today, AARP Bulletin, and many others. The U.S. Army uses her guidebook in their Survivor Outreach Services centers worldwide.
After 17 years of providing personal financial advice, she now speaks, teaches and writes in her new firm, Rehl WEALTH Collaborations LLC. Kathleen is also on the faculty of Sudden Money Institute and serves as Dean of Women at the Purposeful Planning Institute.
Kathleen has walked the walk about which she speaks and writes… focusing on women who have loved and lost, inspiring these women to move forward on their own… yet not alone. Her core values shape practical ideas and tools that assist professionals understand and serve widowed clients well.
Resources from Kathleen for you:
- Watch a segment of her “Working Effectively with Widows” presentation
- Download her 5 ebooklets for free that give tips on working with widows
Share Kathleen’s book below with your widowed clients: