"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 Wome

FOR ADVISOR'S CLIENTS--in person event


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Moving Forward on Your Own: A Workshop for Widows, Wives & Friends