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07/02/2024 Grief Literacy for Financial Advisors: Engaging the Bereaved Client - Kathi Balasek - Rebroadcast

This course will be REBROADCAST on: Tuesday, July 02, 2024, 3:00 PM – 4:00 PM EDT.

Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Tuesday, July 2, 2024, 3:00 PM – 4:00 PM EDT.

As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base.

Financial advisors who work with women and/or current widows may be ill-equipped in grief communication skills that engage and connect with this growing population that really needs your help making informed financial decisions. 

Many financial advisors are at a high risk of losing these clients without a better understanding of grief communication and language skills. This presentation helps advisors better understand how to engage, protect, assist and empower their widow clients. 

In " Grief Literacy for Financial Advisors: Engaging the Bereaved Client" with Kathi Balasek, you will:

  1. Learn why grief literacy competence is vital to bereaved clients;
  2. Gain a better understanding of grief communication skills and language that connect and build the relationship with widow clients;
  3. Discover who widows are today and why they need a grief-smart financial advisor;
  4. Identify possible interventions and proactive steps that advisors can take before and after their client experiences grief;
  5. Recognize the benefits of becoming grief literate professionally, personally and culturally. 

Your presenter is Kathi Balasek, MA, retirement speaker and grief literacy expert. 

Kathi Basek, MA

Kathi Balasek, MA, is an Empathy and Grief Communication Corporate Coach and Consultant, University Lecturer, Speaker, Educator and Podcast Host who is on a mission to cultivate a grief literate culture by improving the language of loss with clients. She is currently a lecturer at California State University where she trains future teachers.

After 20+ years of teaching and coaching, she has found that the art of engaging bereaved clients hinges on financial advisors’ competence and confidence in grief conversations. She knows that connection, empathy and meeting people where they are is what builds relationships. 

Kathi Balasek, MA is a widow advocate and teaches advisors necessary skills to serve this vulnerable yet growing population in an authentic, yet professional way.

We will ALL experience grief and loss. Most people were never really taught how to communicate with people going through grief and loss.

This became very evident when she became a young widow raising five children. She had to re-learn how to navigate the world not only for her family but for her future. She learned very quickly that what people do and say will either help or hurt, connect or disconnect.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.8 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


07/02/2024 Grief Literacy for Financial Advisors: Engaging the Bereaved Client - Kathi Balasek - Rebroadcast


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