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Kathleen Rehl, Ph.D., CFP®, CFTTM – Writing Your Legacy Letter for Family and Friends

We once again welcomes Kathleen Rehl, author of Moving Forward on Your Own: A Financial Guidebook for Widows”.  Your estate plan specifies what you want done with your money and possessions after your death. But, your life’s treasures extend beyond these material items—to your values, heritage, relationships, hopes, dreams, memories and stories. Kathleen tells the story of the “Legacy Letter” her mother left, and how it impacted her life. Learn how to create your own legacy letter (sometimes called an ethical will), leaving treasured memories to family and friends for years to come.

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