Widows, Wives, & Friends

Beyond Basic Estate Planning for Women

Plus New Law Case Study— “Legacy IRA” Rollover to a Gift Annuity

Presented by Kathleen M. Rehl, Ph.D., CFP®, CeFT® Emeritus

Join this session to enhance your skills in working well with widows. Serving widows presents unique opportunities and challenges, along with those women planning for a future in which they may outlive their spouse. Kathleen speaks from the heart, drawing on her own widowhood experience and her many years of helping these women as a planned giving officer and later as a Certified Financial Planner™.

• ·        Shocking statistics
• ·        Impact of grief and emotions
• ·        Three stages of widowhood and implications
• ·        Best practices, including what not to say
• ·        Kathleen’s research about widows and money
• ·        Legacy storytelling
• ·        Empowering and educating widows, wives, and friends
• ·        “Better Than Cake” A real story about Kathleen’s “Legacy IRA”

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Wednesday, April 12, 2023

11:30 a.m. Networking

Noon Program and Lunch

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00**

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - $25.00**

Guests - $35.00

**Members who are still on their 2022 memberships are charged as indicated. Meetings are included  in the 2023 membership renewals. Thank you.

Meeting will be held:  Community Foundation Tampa Bay, 110 Central Avenue, St. Petersburg

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Pentera

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

Adelphi Trust Company

American Cancer Society

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SPEAKER BIO

Kathleen M. Rehl, Ph.D., CFP^®, CeFT^® Emeritus wrote the award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widowsafter the death of her spouse. She owned Rehl Financial Advisors for 18 years before retiring to an active six-year encore career empowering widows. Now happily “reFired” at age 76, Rehl authors legacy stories, poetry, and letters . . . plus assists selected nonprofits to grow their endowments. Years before, Kathleen served as a gift planning officer. Kathleen’s work has been featured in the New York Times, Wall Street Journal, Next Avenue, Kiplinger’s, CNBC, USA Today, and other publications. Her website is https://kathleenrehl.com.