Kathleen Rehl
PhD, CFP, CFT
FL, USMy Story from the Heart
When my husband died on February 12, 2006 . . . it felt like a big part of me died, too. I lost the love of my life and the dreams he and I shared for our future ahead. But that bitter unhappiness became my new beginnings in living my life going forward. After his passing, I knew that I was to use the gifts I had been given to help inspire my "widowed sisters" in transition and their advisors.
This quest became my personal calling, my passion—to assist other women after the death of their spouse. It began with writing and publishing Moving Forward on Your Own: A Financial Guidebook for Widows. Today it continues in my speaking, teaching and writing focused on assisting widows.
Sharing Insightful Expertise and Experience
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 more. The U.S. Army uses her guidebook in their Survivor Outreach Services centers worldwide.
She served widows and other clients in her personal financial planning firm for 17 years before closing that business in late 2013. 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.
My Story from the Heart
When my husband died on February 12, 2006 . . . it felt like a big part of me died, too. I lost the love of my life and the dreams he and I shared for our future ahead. But that bitter unhappiness became my new beginnings in living my life going forward. After his passing, I knew that I was to use the gifts I had been given to help inspire my "widowed sisters" in transition and their advisors.
This quest became my personal calling, my passion—to assist other women after the death of their spouse. It began with writing and publishing Moving Forward on Your Own: A Financial Guidebook for Widows. Today it continues in my speaking, teaching and writing focused on assisting widows.
Sharing Insightful Expertise and Experience
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 more. The U.S. Army uses her guidebook in their Survivor Outreach Services centers worldwide.
She served widows and other clients in her personal financial planning firm for 17 years before closing that business in late 2013. 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.
Moving Forward on Your Own: A Workshop for Widows, Wives & Friends
Helping women be more secure, enlightened and self confident about their money matters and financial future.
Come together with women who are widowed or anticipate becoming a widow in the future . . . or those who love and want to assist a widowed relative or friend. During this session we focus on:
- The shocking statistics!
- How grief sabotages a widow's thinking and decision making
- Three stages of widowhood and implications for your...
Working Effectively with Widows: Practical Tips to Reach Out and Serve These Women™
Advisors 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. During this session we focus on:
- The shocking statistics!
- How grief, emotions and cognitive disconnect sabotage her thinking
- Three stages of widowhood and financial...
