Women, Divorce, and Money
Financial planning can be tricky, but it becomes trickier for those who are recently divorced. Compounded with the emotional toll of a divorce, it's a precarious time for anyone.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
David Stolz
Availability
3 months
Product Number
WC3821264
How to support women in a time of need
Marriages end for a variety of reasons, and during this transitional period, many people need help with financial planning.
In this webcast, divorce expert Dave Stolz, CPA/PFS will share the wisdom he has gained from helping female clients navigate divorce. As a CPA financial planner, he has served as expert witness, mediator, financial neutral, valuation expert, and caring advocate.
You will:
- Recognize why are you more likely to be working with the women in a divorce
- Understand and address the internal struggle as well as external problems to help make good financial decisions for the future
- Recognize the various stages of grief that your client might be in
- Learn tips and suggestions from women who have been divorced
- Identify why a divorce affects a person’s decision quality
- Learn how to work with a team of advisers to get the best outcome
- Identify types of contested divorce and solutions
- Learn how to support your client to create her best future, financially and otherwise
This event is CFP eligible.
Key Topics
- Financial planning
- Divorce
Learning Outcomes
- Identify the internal and external problems faced in divorce.
- Determine how to support your client to create her best future, financially and otherwise.
- Identify how to work with a team of advisers to get the best outcome.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
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