This will be a great discussion! I work with several widows and the information provided by the Mrs Hogan and Mrs Neff in this study group is fantastic.
Looking forward to it.
Danielle
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Danielle Howard, CFP® CKA®
Wealth By Design, LLC
76 Eagle Claw Circle
Glenwood Springs, CO 81601
970-927-3909
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Original Message:
Sent: 06-15-2021 15:13
From: MARK TRICE
Subject: Kingdom Advisors Faith-based study group
Our next Faith-based advisor study group will be this Friday June 18th at 4PM EST. No registration is required. You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736
This month's topic is Serving Widows: Top 10 Ways to Connect with Their Needs .
If you haven't been widowed, it can be hard to know how to best serve clients when their spouse dies. Do they need more or less contact? More details – or fewer? How can you help them make decisions? In this practical study group, a widow who is also the founder of a widow support organization offers 10 tips for serving widows thoughtfully.
The listening guide for this month's study group is attached.
Have questions about this study group or Kingdom Advisors? Please contact me at mtrice@clearvistafinancial.com or Danielle Howard at danielle@wbd4u.com .
@DANIELLE M HOWARD, CFP, CKA
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MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COM
Waco, TX
800-491-4508
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