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Make With Divorcing Clients

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Common Errors Financial Professionals
Make With Divorcing Clients
Carol Ann Wilson, CFDP

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Cost: $37.00
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Tap into Carol Ann's 24 years of experience working with divorcing clients and their attorneys. Avoid the most common errors financial professionals make when they are working with divorcing clients. You should not be making these mistakes!

There is something in this for everyone. This is a discussion you cannot miss!

The following are some of the items to be discussed:

During the divorce

• Role of the Financial Planner
• Emotional issues
• What to copy and keep in files
• Liabilities with QDROs
• Violating front-loading of maintenance
• Violating the child contingency rule
• Mistakes on the Financial Affidavit
• Insurance issues
• Ethical issues
• Liability issues with basis of property
• Differences in valuing pensions
  

After the divorce

• Emotional issues
• Responsible investing
• Handling debt
• Wills, insurance, transferring assets
• Pre-nuptial agreement

MP3 Download

Cost: $37.00
No shipping -
IMMEDIATE DELIVERY!

Length: 62 minutes
ID: TC10-E