Dissecting the Issues That Drive the Analysis

3.5 (4 votes)

Recorded On: 09/16/2021

A client hires you as their CDFA. As you begin your analysis, the client fact pattern exposes

issues that are going to be more challenging than you originally anticipated and now you are
asking yourself the question, “What do I do now?”

This pre-conference workshop will be a hands on, interactive case study intensive session
designed to help CDFA professionals answer this question and master the divorce finance
analysis for their client scenarios.

Participants will be working through active client case studies that will result in the following takeaways:

 Tools and processes for client analysis
 Identifying the key issues
 Developing the analysis roadmap

You will not want to miss this opportunity to develop new skills or fine tune your process as an
experienced CDFA!

This is a pre-conference session and requires a separate registration and fee. Approved for three and a half hours of CDFA and CFP Continuing Education.

Karen D. Sparks

JD, CDFA®

Karen D. Sparks, CDFA® J.D. is the principal and owner of Divorce Financial Strategists™. In her capacity as a certified divorce financial analyst®, Ms. Sparks is trained to provide expert financial services that are specifically targeted to the area of divorce and separation.

Core practice areas include but are not limited to : Complete financial asset review and analysis, spousal and child support, settlement projections, tax implications for support, real property and investment assets, analysis of retirement accounts, real property offsets or buyout and other areas of asset distribution including post-divorce tasks are all handled with the specific goal of facilitating the divorce and separation process.

As part of her client engagements, Ms. Sparks has been a retained expert and trial expert witness for clients on the subject of marital standard of living, analysis and computation of separate and community property interests in real estate and valuation of business entities in order to determine income for support. She is also the co-author of the Stress Free Divorce, volume one published in April 2017.

Ms. Sparks provides divorce financial analysis to services to individuals and couples and also provides consulting services to attorneys, mediators, alternative dispute resolution professionals and other family law service providers.