Webinar 2017-304 Post

Webinar 2017-304: Help Clients Get a Financially Smart Divorce

Originally Recorded: September 8, 2017 

Helping Clients Get a Financial Smart Divorce FTA Webinar from Megan Pearcy on Vimeo.

 

Webinar Description:

  • There are common misperceptions about the divorce process. How does one decrease the emotional and financial costs of divorce? Sandy will review these topics and explain how those divorcing can have confidence during negotiations and avoid unnecessary turmoil for their children and family. This presentation will explain why an attorney is the THIRD person an individual considering divorce should contact and provide a road map that will allow a divorce without destroying family or finances. This presentation has highlights that both mental health professionals and financial planners can benefit from an interdisciplinary approach to resolving money arguments by combining training in personal financial strategies and conflict resolution principles.
  • CEUs:
    • AFC® - Application has been approved for one 1 hour of AFC® credit.
    • CFP® - Application has been approved for one 1 hour of CFP® credit.
    • Mental Health CEUs - Application has been approved for one 1 hour of LMFT, LMHC, LCSW credits through the Florida Board.
  • Who Should Attend: 
    • Financial Professionals, including but not limited to Comprehensive Financial Planners
    • Mental Health Professionals, including but not limited to Couple Therapists
  • Cost: $25 Non-members, $10 Members, $5 Student Members
  • At the end of this session, participants should be able to:
    • Understand basic conflict resolution principles.
    • Apply conflict resolution principles to money arguments.
    • Determine when to engage a mental health/financial professional.

    • Help AFCs understand how they can use their current
      knowledge base and tools in their tool box to help clients get a financially smart divorce.

About the Presenter - Sandy Arons, MBA, AFC, CDFA, CFEI

Sandy Arons is a well-rounded financial professional. Her employers have included Bridgestone Firestone, Epson America, and Johnson & Murphy. Regardless of the industry or job title, Ms. Arons consistently excelled and was repeatedly recognized at the national level. Smart divorcing couples and their attorneys benefit from Sandy’s unique qualifications and ability to help them understand the complicated financial and tax issues of divorce.
 

Agenda

This session will explain how AFCs can help clients:
  • Understand the numbers (this reduces financial anxiety and arguing)
  • Secure the future for themselves and their children
  • Avoid unnecessary professional fees and prolonged court battles

Reference List

Registration Notes: Registration fee is due and payable upon registration. Login information will be sent about three days before the webinar. In order to receive your CEU credit, you must login with your full name.

Cancellation and Refund Policy: Cancellations are accepted through June 1, 2017, and will incur a $5.00 administrative charge. FTA webinars are very low cost, and if you register for a live webinar and miss it for some reason, including logon challenges, the recording will be made accessible to you. The recording carries the same CEUs as the live session. No refunds for the registration fee will be made for no shows. 

 

To Pay For Recording Access

  • FTA Professional Members: $10
  • FTA Student Members: $5
  • Non-members: $25 Please consider joining FTA! Click here: Membership