Past Webinar: Watch on Demand

Carol Lee Roberts, CDFA®, CFP®

Tuesday, July 12, 2022 | 12:00 PM — 1:00 PM EDT

The Case for Divorce Financial Planning

Presented by:
Carol Lee Roberts, CDFA®, CFP®

President, Institute for Divorce Financial Analysts

As a financial planner, you routinely assist clients plan for events (both things that will occur and also those things that may occur).  How can you justify not bringing your financial expertise to a client's divorce which is often the largest financial transaction in their lifetimes?  

Join Carol Lee Roberts CDFA®, CFP®, CeFT®, President of the Institute for Divorce Financial Analysts, for an examination of the current state of divorce in the United States and the financial issues with which you are able to assist your clients. She will also review the monetary implications of divorce and how to minimize unnecessary financial consequences for your clients.

Attendees will learn:
  • How to identify the impact of revocation statutes on estate planning
  • The unique tax considerations of dividing marital property including the marital residence
  • The purpose and importance of Qualified Domestic Relations Orders in the division of Qualified plans
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

To access this content, you must be a registered REN user. Login or register now.