Kathleen M. Rehl, Ph.D., CFP®

Speaker · Author · Thought Leader

"Thanks again for the presentation you did for our Professional Advisory Committee.  One of our longest-term members said this was the best session he ever attended!  Your passion for helping widows shows in your speakng and your book."

Beverley McLain, VP Philanthropic Services

Community Foundation of Tampa Bay

 

"Kathleen integrates the soft and hard sides of money, and life, delivered at a time when widows most need something...with compassion, love, understanding and technical competence."

Bob Veres, financial journalist
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Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and to professionals who assist widows. She has appeared on national television. Kathleen also speaks about charitable and legacy planning in addition to other special topics.

 

She is an educator at heart, stemming from her prior work as a university professor years ago. These days her “classrooms” have expanded far beyond college walls to include conference centers, women’s circles, professional meeting facilities, non-profit organization headquarters, internet webinars and podcasts, congregations, and more.From her personal grief experiences as a widow, Kathleen’s life purpose evolved—helping other widows to feel more secure, enlightened and empowered about their financial matters. She is passionate about helping her “widowed sisters” to take control of their financial future.

 

Kathleen was motivated to write Moving Forward on Your Own: A Financial Guidebook for Widows after her husband’s death. She and her book have been featured in almost three dozen popular magazines, newspapers and professional journals. These include The New York Times, Wall Street Journal, Kiplinger’s, AARP Bulletin, U.S. News & World Report, Consumer Reports, Investment News, and many others. The guidebook has received 7 national awards.

Kathleen and her staff have provided comprehensive, life-centered financial planning for clients since 1996. She was previously named as one of the country’s 100 Great Financial Planners by Mutual Funds magazine. To devote more time to writing and speaking activities, Kathleen closed her practice to new clients some time ago.