eCourse
The Role of the Financial Professional in Divorce
Contains material from May 2019
The Role of the Financial Professional in Divorce
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Using a case study forma, this course provides a framework for assessing financial questions in divorce, an overview of financial professionals you might use in a case and an understanding on which type of professional to call on and when. It also addresses some possible pitfalls for both the attorney and financial professional.
Includes: Video Slides
Archived Material
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
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Sessions
1.
The Role of the Financial Professional in Divorce (May 2019)
Sarah Cuddy
0.75
0.00
0.00
Downloadable Materials
Slides
(pdf)
– 25 pgs
Session 1 —52 mins
The Role of the Financial Professional in Divorce (May 2019)
Using a case study forma, this course provides a framework for assessing financial questions in divorce, an overview of financial professionals you might use in a case and an understanding on which type of professional to call on and when. It also addresses some possible pitfalls for both the attorney and financial professional.
Originally presented: May 2019 The Role of the Financial Professional in Divorce
Sarah Cuddy, CDFA, CFP,
Baird - Houston, TX