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NAEPC Webinar: Working Well with Widows
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2/13/2019
When: Wednesday, February 13, 2019
3:00 - 4:00 PM
Where: Webinar
United States
Presenter: Kathleen M. Rehl, Ph.D., CFP®, CeFT®
Contact: NAEPC

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NAEPC Webinar: Working Well with Widows
Speaker: Kathleen M. Rehl, Ph.D., CFP, CeFT®

Wednesday, February 13, 2019
3:00pm - 4:00pm ET

Presented by National Association of Estate Planners & Councils


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 and 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


Registration Fees

  • $40 / Accredited Estate Planner® designee
  • $60 / member of EPCNYC
  • $100 / non-member

A general certificate of completion will be made available for those professionals 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.

 


Continuing education credit is available at each webinar for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals 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. 

 

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education.  Programs are available live and on-demand to individuals and to be used as group gatherings where EPC members view the program together in a single location.   Why not consider adding a webinar to your schedule as a new and creative program?  

 

To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.


 

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