Special webinar for financial advisors:
Working Effectively with Widows
KATHLEEN M. REHL, PH.D., CFP®, CEFT™
President, Rehl WEALTH Collaborations LLC
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. Her 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.
Wednesday, June 29, 2016 | 4:00–5:00 pm ET
Co-hosted by Reverse Mortgage Funding LLC (RMF) and Financial Experts Network.
Widows are one of the fastest-growing groups (almost 13 million) in the U.S. today. But perhaps what is even more surprising is that 70% of widows leave their financial advisors after their spouse dies. Join Kathleen Rehl, a leading authority on widows’ financial planning needs, for a special live webinar to learn how to keep your widowed clients after their spouses pass away, and how to attract new clients from this growing demographic.
Discussion points include:
• The shocking statistics facing widows and their advisors
• The three stages of widowhood and planning implications
• Advice for new widows—how to help them avoid pitfalls
• Important financial planning tools to use
• How to attract and serve widowed clients
• New research on widows and money
Special bonus! In light of the changes to Social Security claiming strategies, Financial Experts Network creator Tom Dickson will share how the new low-cost FHA-insured reverse mortgage may now be even more essential to retirement planning for widows.
Participation is free, but space is limited.
Register today at www.financialexpertsnetwork.com/widows
For information about reverse mortgages, please contact me today:
Reverse Mortgage Specialist, NMLS # 1087983 480.440.5182 | email@example.com AZRMGuy.com
26010 S Greencastle Dr., Sun Lakes, AZ 85248 Branch NMLS # 1287776
This material has not been reviewed, approved, or issued by HUD, FHA, or any government agency. The company is not affiliated with, or acting on behalf of or at the direction of, HUD, FHA, or any government agency.
NOT FOR CONSUMER USE
Mortgage Banker License, License No. 0927682 Sun Lakes, AZ branch Location NMLS ID No. 128776, Mortgage Banker Branch License No. 0120052, Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, License No. 4131266. Loans made or arranged pursuant to a California Finance Lenders Law license, License No. 603K578
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