Dr. Kathleen Rehl is a leading authority on widows and their financial issues. Experiencing widowhood herself, she inspires 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 financial conferences, in addition to events sponsored by advisors, foundations and non-profits.
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 more. The U.S. Army uses her guidebook in their Survivor Outreach Services centers.
After 17 years of providing personal financial advice, she now speaks, writes, mentors, and does research about widows and money in her "encore career." Kathleen is on the faculty of the Financial Transitionist/ Sudden Money Institute and previously served 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, encouraging them to move forward on their own . . . yet not alone. Her core values shape practical ideas and tools that help professionals to understand and serve widowed clients well.
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