IDFA Online Learning
After the Final Settlement: Post-Divorce Checklists and Business Development Opportunities
Recorded On: 11/15/2016
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Whether a CDFA professional was involved in divorce financial planning prior to the settlement or not, this is an opportunity for CDFA professionals to show off financial planning skills and reveal wealth management opportunities. Pam Friedman, CFP, CDFA shares with us her post-divorce experiences, checklists, and ideas to help you market a post-divorce practice to attorneys and paralegals.
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