"Kathleen spoke at the Society of Financial Services Clinic in Orlando and received the highest feedback scores ever for a speaker, before a tough audience of attorneys, CPAs, insurance agents and financial planners."
James Waldorf CFP®, CLU®J
FOR PROFESSIONALS--in person event or webinar
Working Well with Widows: Practical Tips to Serve These Women
FOR ADVISOR'S CLIENTS--in person event
Moving Forward on Your Own: A Workshop for Widows, Wives & Friends