Communicate Financial Decisions in Divorce using Asset-Map

5 (2 votes)

Recorded On: 07/16/2024

Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions.

  1. See how to quickly get all parties on the same page through visual financial inventories
  2. Learn how to discuss and broach critical financial risks, resulting from a divorce
  3. Find out ways to help both sides of the table quickly get to agreements on how to distribute  financial instruments 

H. Adam Holt

CFP®️, ChFC®️

CEO and Founder, Asset-Map

H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers.

Douglas Eaton

Accredited Investment Fiduciary, CDFA, CIMA

Eaton Financial Group

First and always, a devoted husband and father, Doug is committed to making a meaningful impact in his community. He lives in Parkland, Florida with his wife of 25 years, and two daughters, and is fully immersed in the local community in various volunteer and civic roles.

He has a Bachelor of Business in Finance from the University of Miami, is an Accredited Investment Fiduciary,®  CDFA, ® and a graduate of the CIMA® education program at the University of Chicago Booth School of Business.

Eaton Financial Group is registered with Securities and Exchange Commission as an investment adviser, with current assets under management of about $468mm. Serving his family of clients since 1996,  Doug is a financial advisor focused on serving clients’ best interests. He works to customize financial plans with a fee only structure that helps to align his services directly with the needs of his clients.


Recording: Communicate Financial Decisions in Divorce using Asset-Map
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes
Quiz: Communicate Financial Decisions in Divorce using Asset-Map
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available