Beneficiary Planning After Divorce

4.5 (8 votes)

Recorded On: 04/20/2021

This presentation will discuss: the basics of beneficiary planning, the things to check after a divorce to make sure that you don’t in-advertently name a former spouse as a beneficiary, the alternatives to naming a spouse (ex: Your Estate, a Trust, a child, or a parent) and the things to consider with each alternative.

Ruth Flynn Raftery

JD, CPA, AEP®

Advanced Planning Educational Group, Inc.

Ruth Flynn Raftery, JD, CPA, AEP® and Jeffrey Hoenle, CFP®, CRPC®, AEP® facilitate a national membership group made up of attorneys, accountants, insurance and financial professionals.  The group focuses on providing tools, resources and a platform to foster collaboration in advancing comprehensive planning.   APEG primarily serves financial institutions interested in attracting, developing and retaining financial and insurance professionals. 

 

To advance comprehensive planning, as a dynamic speaking team, Ruth and Jeff offer their substantial lecturing and group coaching experience to organizations seeking to expand their constituent’s knowledge in comprehensive financial planning.  They have had the opportunity to coach and develop financial and insurance professionals from around the country and as such have collected information and gathered best practices which they share through live learning and development experiences.  Furthermore, their unbiased and product agnostic approach delivers comprehensive and balanced information from their respective professions and experiences. 

 

Ruth’s background in public accounting, specializing in trusts and estates, is strongly rooted in her experience with the ultra-high net worth clients of the east coast.  She focuses her educational content on the legal and tax elements of comprehensive financial planning.  Her 25-year resume includes organizations such as Deloitte and Thompson Reuters along with experience in business development roles in the accounting, finance and RIA communities working with ultra-high net worth clients.

Jeffrey Hoenle

CFP, CRPC, AEP

Advanced Planning Educational Group, Inc.

Ruth Flynn Raftery, JD, CPA, AEP® and Jeffrey Hoenle, CFP®, CRPC®, AEP® facilitate a national membership group made up of attorneys, accountants, insurance and financial professionals.  The group focuses on providing tools, resources and a platform to foster collaboration in advancing comprehensive planning.   APEG primarily serves financial institutions interested in attracting, developing and retaining financial and insurance professionals. 

  To advance comprehensive planning, as a dynamic speaking team, Ruth and Jeff offer their substantial lecturing and group coaching experience to organizations seeking to expand their constituent’s knowledge in comprehensive financial planning.  They have had the opportunity to coach and develop financial and insurance professionals from around the country and as such have collected information and gathered best practices which they share through live learning and development experiences.  Furthermore, their unbiased and product agnostic approach delivers comprehensive and balanced information from their respective professions and experiences.

Jeff combines his experience as a post-graduate college instructor in the CFP® curriculum and a practicing financial planner in the mid-west to produce educational material that is both academic and practical in nature.  He can take an in-depth topic and boil it down into easy-to-understand components that can be effectively communicated to the financial planning client.  He has a track record of delivering comprehensive material in an energetic and humorous way to ensure the audience is not just educated but also entertained.

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Beneficiary Planning After Divorce
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CFP CE Credit
1 Question
1 Question To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number. You must attend the live webinar for a minimum of 50 minutes to qualify for CFP CE Credit.
CE Credits
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available
Quiz: Beneficiary Planning After Divorce
10 Questions  |  2 attempts  |  7/10 points to pass
10 Questions  |  2 attempts  |  7/10 points to pass