2016 Spring Conference Speaker

Kathleen Rehl

Kathleen Rehl

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.

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 many more. The U.S. Army uses her guidebook in their Survivor Outreach Services centers worldwide.

After 17 years of providing personal financial advice, she now speaks, teaches and writes in her firm, Rehl WEALTH Collaborations LLC. Kathleen is also on the faculty of Sudden Money Institute and serves as Dean of Women at the Purposeful Planning Institute. She personally mentors some widows. Most recently, Kathleen and her research team are studying widows and some of their financial issues.

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