2025 Conference: Allied Professionals Panel

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Approved for 1 CDFA & CFP CE Credit

Divorce is a complex process that impacts clients financially, emotionally, and practically. This panel discussion brings together a diverse group of professionals to explore how collaboration across disciplines can simplify the process and lead to better outcomes for clients.

Featuring lending professionals, reverse mortgage experts, certified QDRO specialists, and others, the panel will discuss their unique roles in guiding clients through the financial and emotional intricacies of divorce.

Discussion Topics Include:

  1. Lending Professionals: Navigating mortgage options for divorcing clients, including refinancing, home retention, or sale.
  2. Reverse Mortgage Professionals: How reverse mortgages can provide financial flexibility for older clients during divorce.
  3. Certified QDRO Specialists: The critical importance of dividing retirement assets properly and avoiding costly mistakes.

Key Takeaways:

  1. Gain insights into specialized financial tools and strategies tailored for divorcing clients.
  2. Understand the unique contributions each professional brings to a collaborative divorce team.
  3. Learn actionable strategies to improve communication and coordination across disciplines.
  4. Discover how to better serve clients by addressing both their financial and emotional needs.

This session offers valuable perspectives for divorce professionals looking to enhance their collaborative practices and deliver comprehensive support for their clients.


Please note that the conference is live and in-person in Denver, Colorado - United States. All schedules shown in the conference agenda are in central standard.

Tim Voit

Certified QDRO Specialist, Certified QDRO Analyst

Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in DivorceStrategies & Issues. He has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. He is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.

Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. He has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.

Chris Bruser

Certified Reverse Mortgage Professional

Mutual of Omaha Mortgage

Chris Bruser is a Certified Reverse Mortgage Professional and one of the nation’s leading advocates for incorporating housing wealth in retirement income planning.  Over the last 19 years he has helped over 700 families secure their retirement via a reverse mortgage. Not insignificantly, Chris has helped senior divorcing couples achieve equitable housing by using reverse mortgages as part of the settlement. Devoted to honest and transparent dialog, Chris serves as a trusted resource for those advisors demanding accurate and current housing wealth solutions for their clientele.

Recently Chris’s work focuses on research published by thought leaders Barry Sacks, J.D., Ph.D., Jack Guttentag, Ph.D., Professor Emeritus at the Wharton School, John Salter, Ph.D., CFP®, Harold Evensky, CFP®, Jamie Hopkins, Esq., CFP®, RICP and Wade Pfau, Ph.D., CFA.

These experts have demonstrated that the conservative use of housing wealth mitigates volatility risk in retirement distributions.
 
For example, in 2012, The Journal of Financial Planning published two papers (Sacks, and Salter/Evensky) advocating that planners take a fresh look at housing wealth as an antidote to sequence of returns risk and reverse dollar cost averaging.

Chris works with financial institutions that are advising those in retirement, or about to retire. These include divorce professions, financial planners, attorneys, accountants, and wealth managers. Chris is adept at helping advisors slow investment portfolio depletion with the prudent use of the housing asset.

As an instructor with the Retirement Resource Center, Chris has taught hundreds of financial advisors, real estate agents and institutions in sound retirement financing through the FHA-insured Home Equity Conversion Mortgage.

Chris serves on the Board of Directors of NAIFA-Tampa and is a 2019 graduate of the NAIFA Leadership in Life Institute (LILI). He was named Outstanding Member of the Year in 2022. He is a member and Past President of the Financial Planning Association (FPA) of Tampa Bay, and a 20- year member of the South Tampa Chamber of Commerce, where he was named the 2023 Ambassador of the Year and is the Founder of the Taste of South Tampa, their signature event and largest fundraiser.

Chris has been a resident of Tampa since 2001 and is originally from Cincinnati. He has a 15-year-old son, Brantley who’s an avid golf nut and loves playing golf with his Dad.

Tracy Moore-Grant

Esq

Amicable Divorce Network

Tracy Ann Moore-Grant has practiced exclusively in the area of family law in the North Georgia area since 2002. She has focused her practice on all issues related to families including divorce, child custody, child support, domestic violence and contempt issues. She regularly handles matters which may be low conflict such as an uncontested divorce or complex family law matters such as cases involving psychological custody evaluations and small business and retirement division.Tracy is the founder of the Amicable Divorce Network, a network of legal, financial and other professionals dedicated to working together to achieve a respectful divorce for their clients. This non-adversarial approach to divorce leaves both parties in a much better financial and psychological state than a bitter dispute.

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Live In-Person Session: Allied Professionals Panel
05/08/2025 at 4:30 PM (EDT)   |  60 minutes  |  Attendance Required
05/08/2025 at 4:30 PM (EDT)   |  60 minutes  |  Attendance Required
Live Session Evaluation: Allied Professionals Panel
1 Question
1 Question Please answer these questions about the session
Recording: Allied Professionals Panel
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes
Quiz: Allied Professionals Panel
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
CE Credits and Certificate
1.00 CDFA and CFP CE credit  |  Certificate available
1.00 CDFA and CFP CE credit  |  Certificate available