The Top 7 Things You Should Consider When Helping Clients Plan for Divorce
Monday, December 12, 2022
12:30 PM – 1:30 PM PDT
Location: SCC: 6E
CE: 1 CFP CE Credit(s)
Level of Complexity: Overview
This session will introduce participants to 7 ideas they should consider when working with clients who are planning or already going through a divorce. This session will focus on providing helpful tips and strategies that planners can use to assist their clients with achieving the best possible divorce outcome.
Learning Objectives:
Help clients identify the importance of financial planning for divorce.
Assist clients with properly analyzing their finances and determining how their decisions will impact their overall financial plan.
Assist clients with creating a team of professionals to help guide them through their divorce.
