NAEPC Webinar: Working Well with Widows
Presented by National Association of Estate Planners & Councils
Wednesday, February 13, 2019
3:00pm - 4:00pm ET
Speaker: Kathleen M. Rehl, Ph.D., CFP®, CeFT®
Will you be fired or hired by the new widow?—70% fire prior advisors after the death of their spouse! Join this intermediate session to enhance your understanding of widowhood . . . including practical tools, skills, and processes to enhance relationships with these women.
Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl empowers widows financially™ and inspires their advisors through her speaking, writing, mentoring and research about widows and money. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications.
REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.