Kathleen M. Rehl

Displaying 2 results
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2015
How to talk to clients who have just been widowed

70% of widows leave their advisers after their spouse dies, so here's advice to maintain these relationships

YOUR PRACTICE PRACTICE MANAGEMENT APR 26, 2009
Passing on more than just money

When my mom died, she left a few humble bequests: a checking account and several certificates of deposit, her wedding ring and personal items that didn't have monetary value.