Executive Compensation: The Ultimate CDFA Guide

5 (9 votes)

Recorded On: 10/07/2020

We will cover:
·         Stock Options
·         RSU’s
And discuss:
·         Are they marital?
·         Are they vested?
·         Will they be valued?
·         How will they be divided?
·         What are the tax implications?
·         Will they be considered and asset, income or both for purposes of spousal maintenance and child support?
·         And much more!

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy has been a financial advisor and planner since 1999 and specialized as a Divorce Financial Planner in her company, Smarter Divorce Solutions from 2011 to 2024. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders nationwide. She’s also a financial planner with Strategic Portfolio Solutions.

Nancy is a Certified Divorce Financial Analyst (CDFA®), and is trained in both mediation and Collaborative Divorce.  Nancy was the 2024 Chair of the Board for the Institute of Divorce Financial Analysts and was also a board member in 2014, 2023 and 2025. She was the 2023 President of the Collaborative Professionals of Phoenix and a prior board member 2017-2019 and 2024. She was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards,

She is the author of Divorce Financial Planning; Building a Successful Niche Business”, Divorce Is Not For Dummies; How To Cover Your Assets  and the co-author of The Stress-Free Divorce, Volume 2.

Her articles have been published in the Wall Street Journal, Forbes, U.S.News, Barron’s, CNBC, InvestmentNews, Huffington Post, DivorcedMoms.com, and she was the featured advisor in Morningstar Magazine.

In her free time, she enjoys hiking, riding motorcycles, and spending time with her 4 children and 6 grandchildren.

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Executive Compensation: The Ultimate CDFA Guide
10/07/2020 at 1:00 PM (EDT)  |  Recorded On: 10/07/2020
10/07/2020 at 1:00 PM (EDT)  |  Recorded On: 10/07/2020
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.
Certificate
Live and Archive Viewing: 1.00 CE credit and certificate available
Live and Archive Viewing: 1.00 CE credit and certificate available