Working Effectively with Widows: Practical Tips to Reach Out & Serve These Women
Kathleen M. Rehl, Ph.D., CFP®, CFT™
CE Credit: 1 CFP/NAPFA
Monday, January 19, 2015 3:00 PM - 4:00 PM
Advisors will learn about special challenges and opportunities of serving widows. This includes practical techniques to strengthen relationships with these clients. Kathleen speaks from personal experience as a widow and from many years of helping widowed clients in her financial planning practice.
