WELLS FARGO HOSTS NAEPC WEBINAR - Working Well with Widows
Date: Wednesday, February 13, 2019
Time: 12:00pm - 1:00pm
Location: Wells Fargo - 5340 Kietzke Lane, Suite 200
Speaker: Kathleen M. Rehl, Ph.D.
Will you be fired or hired by the new widow?—70% fire prior advisors after the death of their spouse! Join this intermediate session to enhance your understanding of widowhood . . . including practical tools, skills, and processes to enhance relationships with these women.
Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl empowers widows financially™ and inspires their advisors through her speaking, writing, mentoring and research about widows and money. 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 other publications.
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