A Roadmap for Tackling Mountains of Financial Disclosure

3.67 (3 votes)

Recorded On: 10/08/2020


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As financial advisors in divorce, it falls to us to digest, analyze, summarize and explain this information for our clients and the other professionals on the team. Even for us “numbers-people”, the volume of information can be daunting. In this session, I will provide a roadmap for tackling the large volume of information in a practical, efficient manner to benefit you and your clients.

Approved for one (1) hour of CDFA Continuing Education credit 

Kelly LaVallie

CPA, CA, CDFA

Kelly is a CDFA® professional and has been an accountant for over 25 years, with a consulting practice in West Vancouver, British Columbia. She provides accounting and financial advisory services for people navigating complex divorces.

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A Roadmap for Tackling Mountains of Financial Disclosure
10/08/2020 at 2:30 PM (EDT)   |  60 minutes
10/08/2020 at 2:30 PM (EDT)   |  60 minutes A financially complex divorce is typically accompanied by mountains of financial disclosure. As financial advisors in divorce, it falls to us to digest, analyze, summarize and explain this information for our clients and the other professionals on the team. Even for us “numbers-people”, the volume of information can be daunting. In this session, I will provide a roadmap for tackling the large volume of information in a practical, efficient manner to benefit you and your clients.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available