Deciding to Separate: Help Clients Face Transition with Confidence

5 (1 vote)

Divorce is a major life event that touches all aspects of a person’s well-being. Worries about financial security, where they will live, hanging on to mutual friends, family dynamics, and lifestyle may all be at risk. We'll discuss 10 key tips to help clients transition with confidence.

Jackie Porter

CFP®

Jackie is an award-winning financial planner who has been in the financial industry for 18 years serving over 400 families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on investment planning, cash flow management, and tax planning.

In May of 2016, Jackie with her co-author Jill O’Donnell penned a book entitled Single by Choice or Chance: The Smart Women’s Guide to Living Longer Better published by Insommniac Press.

Key:

Complete
Failed
Available
Locked
Article
Open to download resource.
Open to download resource.