[Video] Financially Empowering Widows

Focus Session
SKU: 21MDRT-40V
*
$40.00
$55.00

Tuesday Session

The death of a spouse, hands down, has been proven to be the most stressful life event one can experience. Widowhood is such an intense, transitional experience that widows need strong support. However, friends often become distant or uncomfortable and family members usually live far away. Mattia explains how a trusted advisor can be the most important support during this difficult time. Recent research shows when women receive this type of support, they are statistically more loyal, more likely to promote you and more likely to tell their family and friends about you. Working with widows may require extra time, thought and patience now, but it is well worth it over the long run to establish a client who will never leave you.

Speaker Bio

Dr. Laura H. Mattia is nationally recognized for her academic research and thought leadership regarding widows and money. Her most recent published research can be found in the October 2020 Journal of Financial Planning. Mattia is a fee-only advisor, educator, speaker and author. A former chief financial officer and advisor to top CEOs, Mattia is passionate about influencing positive change in the financial industry. She teaches advisors how to create financial plans as fiduciaries at Texas Tech University for large national financial service firms and recently spent several years creating a new CFP registered program at the Muma Business College at the University of South Florida.
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