"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 Effectively with Widows: Practical Tips to Serve These Women 

Communicating with Widows: Impactful Empathy--What to Say and When to Say It 

FOR ADVISOR'S CLIENTS--in person event


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

Creating and Sharing Your Legacy Lifeprint