1. finance
2. personal finance
3. financial planning

Kathleen M. Rehl,
Ph.D., CFP®, CFT™
Inspirational Educator  Speaker  Author
www.KathleenRehl.com  [email protected]  813-949-0026
My Story from the Heart
When my husband died on February 12, 2006 . . . it felt like a big part of me died, too. I lost the love of my life and the
dreams he and I shared for our future ahead. But that bitter unhappiness became my new beginnings in living my life
going forward. After after his passing, I knew that I was to use the gifts I had been given to help inspire my “widowed
sisters” in transition and their advisors.
This quest became my personal calling, my passion—to assist other women after the death of their spouse. It began
with writing and publishing Moving Forward on Your Own: A Financial Guidebook for Widows. Today it continues in my
speaking, teaching and writing focused on assisting widows.
"Congratulations on your very powerful presentation at the Women Advisors Forum. I
was so impressed at your ability to put into words the inexpressible emotions of a new
widow. You are doing incredible work in helping advisors understand how they can best
help women who have lost their partners."
Eleanor Blayney, CFP®, President - Directions, LLC
Sharing Insightful Expertise and Experience
Dr. 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. She’s frequently invited to speak at industry meetings and conferences, in
addition to events sponsored by advisors, foundations and other non-profit groups—sharing her story with women and
educating professionals on how to work successfully with widows.
Amazon Review
Kathleen’s work has been featured in the
This book should be standard on the
Wall Street Journal, New York Times, Kiplinger’s,
E-mail from an advisor after
shelves of Estate Attorney's, Elder
Money, U.S. News & World Report, CNBC,
Kathleen’s presentation:
Care Attorney's, Financial Planners
Reuters, USA Today, AARP Bulletin, and
I just left you a voice message. I
and anyone who works and serves
many others. The U.S. Army uses her
attended your workshop at Advisor
women. Congratulations, Kathleen,
guidebook in their Survivor Outreach
Group’s ConnectEd in Las Vegas and
Services centers worldwide.
on a wonderful book!!!
LOVED it! You inspired me so we’ve
Michael F. Kay, CPA, CFP®
After 17 years of providing personal
scheduled our first luncheon
President, Financial Focus, LLC
financial advice, she now speaks, teaches
workshop for our widows. My wife is
Livingston, NJ
and writes in her new firm, Rehl WEALTH
ordering 25 of your books. We will
Collaborations LLC. Kathleen is also on the
give them to our clients and their
faculty of Sudden Money Institute and serves as Dean of
guests.
Women at the Purposeful Planning Institute.
Thank you!
James
M.
Christian
CLU, ChFC
Kathleen has walked the walk about which she speaks and writes . . . focusing on
Lakeville, MN
women who have loved and lost, inspiring these women to move forward on their
own . . . yet not alone. Her core values shape practical ideas and tools that assist
professionals understand and serve widowed clients well.
Continued . . .
1/2015
More about Kathleen
Education and Credentials
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Certified Financial Transitionist™, Sudden Money Institute, January 2014
Certified Financial Planner Board of Standards license #055348, September 1995
Ph.D., Education - University of Illinois at Urbana-Champaign, October 1976
Publications
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Impactful Empathy: What to Say and How to Say it to Your Grieving Widowed Client (eBooklet), 2014
Financial Steps for Recent Widows (eBooklet), 2014
How to Attract, Connect and Engage Widowed Clients (eBooklet), 2014
Working with Widows: Understanding Grief and Emotions of Women in Transition, Protective Life, 2013
Moving Forward on Your Own: A Financial Guidebook for Widows, 2010
Planning for the Times of Your Life: 45 Great Financial Planning Ideas, Cambridge Advisors, LLC, 1999
Partial Listing of Recent Speaking Engagements
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Forum 400—Phoenix, AZ in January 2015
Sudden Money Institute—Palm Beach Gardens, FL in December 2014
Griggers, Pierce, Souma & Tatman—Macon, GA in October 2014
Cetera Regional Convention—Bethlehem, PA in October 2014
Edward Jones—Birmingham, AL in October 2014
Suntrust Bank Estate Planning—Atlanta, GA in October 2014
Finn & Rodriguez Wealth Management—Newport, RI in October 2014
Aging in Place: It’s in Your Future 2014 Conference—Hendersonville, NC in September 2014
Protective Life and Edward Jones—Birmingham, AL in September 2014
Chicago Police Memorial Foundation and Chicago Patrolmen’s Federal Credit Union—Chicago, IL in September 2014
ConnectED 2014—Nashville, TN in September 2014
Suntrust Bank—Boca Raton, FL in September 2014
Society of Financial Service Professionals—Orlando, FL in August 2014
LPL Financial Focus 2014—San Diego, CA in August 2014
Chautauqua Professional Women’s Network—Chautauqua, NY in July 2014
Women of the ELCA Triennial Gathering—Charlotte, NC in July 2014
Investment News: Successfully Advising Women in Transition— webinar in July 2014
Edward Jones—San Antonio, TX in June 2014
Protective Life—Chicago, IL in June 2014
The Advisor Group Women’s Conference—Miami, FL in June 2014
Sudden Money Institute webinar training—June 2014
Fisher Investments—Camas, WA in May 2014
Sudden Money Institute Mid-Year Conference—Miami, FL in May 2014
The Enrichment Group—Miami, FL in April 2014
Bedel Financial Consulting—Indianapolis, IN in April 2014
Protective Life—series of webinars in April 2014
Protective Life and Edward Jones—Birmingham, AL in April 2014
Luther College—Decorah, IA in April 2014
NFP Conference—Orlando in March 2014
Camp Widow National Conference—Tampa, FL in March 2014
Protective Life internal staff—webinar in February 2014
Community Foundation of Western North Carolina—Ashville, NC in February 2014
Sudden Money Institute—Palm Beach Gardens, FL in February 2014
First Presbyterian Church of Brandon—Brandon, FL in January 2014
In the News—a Partial Listing
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AARP Bulletin
ACP Financial Focus
Advisor One
Advisor Perspective
Blueleaf
Bottom Line Personal
Broker World
Chautauquan Daily
Citizen-Times.com
CNBC
Financial Advisor IQ
Financial Planning Magazine
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Florida Today
Forum of Fargo-Moorhead
Gather
Inside Information
Investment Advisor
Investment News
Kiplinger’s Retirement Report
Lake Oswego Review
Miami Herald
Mindful Money Magazine
MoneyNews.com
Mountain Express
NAPFA Advisor Magazine
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New York Times
OnWallStreet.com
Research Magazine
Reuters
Spacecoast Living.com
Tampa Tribune
USA Today
US News & World Report
US Army, Survivor Outreach Services
Newsletter
Vanguard Group
Wall Street Journal
Professional History
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2014—Owner and Founder of Rehl WEALTH Collaborations LLC
1996-2013—Owner and Founder of Rehl Financial Advisors
1976-1995—Tenured Assistant Professor at Hood College, Frederick, MD after similar position at the University of Nebraska-Lincoln; VP at Lutheran Social
Services of Central Ohio in Columbus; Director of Planned Giving at the National Foundation for Chiropractic Education and Research in Arlington, VA