2025 Pre-Conference: The Ultimate Guide for CDFA's to Executive Compensation and Separate Property Tracing

Approved for 3.5 CDFA & CFP CE Credits

Gain an in-depth understading of exactly how to handle the most common executive compensation awards in a divorce situation. The session will cover:

Stock Options
ISOs
RSUs
Non-Qualified Stock Options

With more and more Americans having second, third, and even fourth marriages, the need for separate property tracings in divorce are on the increase. This course will address tracings for 401k plans, homes, inheritances and gifts and provide you the actual Excel Spreadsheets you’ll need to be able to confidently do a tracing for any case.

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.

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy Hetrick CDFA® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.

She is the author of “Divorce Financial Planning; Building a Successful Niche Business”, "Divorce Is Not For Dummies; How To Cover Your Assets" and the co-author of "The Stress-Free Divorce, Volume 2".

https://www.facebook.com/nancyhofmanhetrick
https://www.linkedin.com/in/nancyahetrick/
https://x.com/NancyAHetrick