When my husband died it felt like a big part of me died, too. I lost the love of my life and the dreams we had shared for our future. But that bitter unhappiness was the beginning of my new life ahead. After his passing, I wanted to use the gifts I had been given to help my âwidowed sistersâ and their advisors.
This quest became my personal calling, my new purpose to assist other women after the death of their spouse. It began with writing a guidebook for widows. Today it continues as I encourage advisors to work effectively with widows . . . helping these women feel financially secure as they move forward on their own, but not alone.
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.
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.
After 17 years of providing personal financial advice, she now speaks, teaches and writes in her 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.
Kathleen has walked the walk about which she speaks and writes . . . focusing on women who have loved and lost inspiring them to move forward on their own . . . yet not alone. Her core values shape practical ideas and tools that assist professionals to understand and serve widowed clients well.
"On behalf of the team at MAF Companies, Thank You for speaking to the members of The Chicago Patrolmen's Federal Credit Union and The Chicago Police Memorial Foundation. The responses from our clients as well as the attendees were overwhelmingly positive. You are a compassionate speaker who truly identified with the audience . . . Our guests were quite thrilled with receiving your book as well!
"Without a doubt, this program continues to help many folks AND allows me to grow my biz in a proactive and non-intrustive way."
--Douglas Karr, CFP®, CRC
"Kathleen spoke at the August Society of Financial Services Clilnic in Orland 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
"Please continue to send me any of your thoughts or ideas. Your book really helped my sister. It has been a year and a half now, and just like you said, it has taken her until about 4 months ago to gain the courage and strength to take charge of her finances. My brother lives close to her and watched over her carefully. It's amazing how taking charge of her finances made her a much more self-assured and happy person."
"I just left you a voice message. I attended your workshop at Advisor Group's ConnectEd in Las Vegas and LOVED it! You inspired me so we?ve scheduled our first luncheon workshop for our widows. My wife is ordering 25 of your books. We will give them to our clients and their guests." Thank you!"
--James M. Christian CLU, ChFC
"I am the U.S. Army Installation Management Command Survivor Outreach Services (SOS) Financial Coordinator and have a copy of your book you signed for me. I would like for it to be a part of every SOS office's library. You have been an inspiration to so many of us financial counselors and I cannot thank you enough for your work. Thank You!"