Miriam Neff
AC21 Workshop-Serving Widows: The Top 10 Ways to Connect with Their Needs
About the Course
More than one million women in North America become widows each year. This profound change ushers in a new relationship with their advisor and changes their financial planning needs. While they are a large group, their needs and preferences are unlike any other demographic. Learning to adapt to their situation and preferences is a skill that is beneficial for any financial advisor.
About the Speaker
Miriam Neff
Widow ConnectionMiriam Neff is the founder and president of Widow Connection and is the author of 11 books. She speaks nationally and internationally on widows' issues and navigating unwanted life change. She has more than 20 years' professional counseling experience and is a mother, grandmother, and the widow of Robert Neff. She and her daughter, Valerie Hogan, speak to widows on finances and generosity.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Serving Widows: The Top 10 Ways to Connect with Their Needs | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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