Strengthen widows financially by helping them go through 3 stages of widowhood with Kathleen Rehl

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Strengthen widows financially by helping them go through 3 stages of widowhood with Kathleen Rehl

My visitor at the moment works with monetary advisors to show them find out how to cope with a fancy space for a lot of corporations: working with widows. Kathleen Rehl is a speaker, coach, and researcher who focuses on particular widowhood points and the way counselors will be simpler in addressing these points. Additionally the writer Shifting Ahead Alone: ​​A Monetary Information for WidowsKathleen spent seventeen years as a monetary advisor earlier than turning into a widow herself, specializing in serving to different ladies in comparable conditions.

On this episode, he talks in depth about what counselors want to know on the subject of serving to widows make their monetary transitions, in addition to what to say and what to do. No say within the course of. Hear find out how to keep away from implementing dangerous monetary issues after the demise of a shopper’s husband, recommendations on find out how to deal with three phases of widowhood, and what Kathleen’s analysis tells us about how monetary planning impacts widows’ prospects and confidence of their monetary future.

Efficiency notes and extra data will be discovered at: https://www.kitces.com/106

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