IDFA Online Learning
Divorce Financial Planning: Fall 2021
Includes a Live Event on 09/07/2021 at 3:00 PM (EDT)
Start Date: September 7, 2021
End Date: November 9, 2021
Format: Online (a blend of virtual synchronous and asynchronous collaboration)
Hours: 40 hours (includes 3 hours per week for readings and discussions)
Divorce financial planning can help divorcing clients arrive at a settlement that is fully understood by all involved and can provide clients and their lawyers with a clear understanding of how the decisions they make today will impact a client’s financial future. Through a blend of synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues related to divorce, including:
- Overview of divorce laws and procedures;
- Marital vs. separate property;
- Pensions and retirement plans;
- Options for the marital home;
- Fundamentals of child and spousal support;
- Tax issues related to selling or transferring property;
- Debt, credit and bankruptcy;
- And more!
Class meets each Tuesday at 3 PM EASTERN
Jacqueline B. Roessler (Moderator)
Jacqueline (Jacki) Roessler, CDFA®, has been a practicing Divorce Planner since 1992 and is viewed by her peers as a leader in Divorce Financial Planning field. Jacki’s work with divorcing clients has been featured in Kiplingers’ Personal Finance, Fortune Magazine, Bloomberg’s Wealth Manager, Money magazine, and InvestmentNews. She writes for The Center’s “Money Centered” blog and has published many articles on the financial aspect of divorce.
A Certified Divorce Financial Analyst® (CDFA®) professional in the qualified domestic relations order (QDRO) and pension arena, Jacki has traveled the country, teaching lawyers, judges, and financial professionals the intricacies of QDROs and pension valuations in divorce cases and other financial topics. Jacki has also developed software applications that help with preparing QDROs and provide financial tools for divorce settlements.
Jacki is a member of The Center’s Charitable Committee and is an active volunteer within her community. An enthusiastic vegan, Jacki loves spending time with her two kids, Ava and Kevyn, her close friends and family, traveling, and exploring outdoor and indoor adventures.