How a CDFA Adds Value to the Process: An Attorney's Perspective.

4.33 (3 votes)

Recorded On: 09/16/2021

Jane McAuliffe, CDFA, and Attorney Kerry Rafanenelli have worked collaboratively for the past 5 years, both as co-mediators and Attorney/CDFA.  They will share their insights on how they formed their partnership, how they market their scope of services, and participants will gain insight and ideas on how to position themselves as collaborators with attorneys and mediators.  

This session has been approved for one hour of CDFA Continuing Education credit has been applied for. 

Jane McAuliffe

CDFA

Collaborative Divorce Strategies

Jane McAuliffe is a Partner and Senior Investment Advisor with Axis Wealth Partners, a Registered Investment Advisory firm located in East Greenwich, RI. Jane brings together her years of professional experience, her personal experience of going through a divorce for which she was not financially (or emotionally) prepared, and her passion for helping women to help them find an equal footing by planning in advance for all of life’s circumstances. 

Jane’s approach is founded on the belief that taking an active role in personal finances can make you feel confident and empowered. Her objective advice helps her clients avoid the fallout that can ensue after a major life transition, such as divorce or the loss of a spouse or parent, and enables them to save what they need, manage their investments wisely, and make smarter financial decisions. 

Trustworthy, compassionate and fiercely loyal, Jane is a graduate of Bryant University, where she received a Bachelor of Science in Management, graduating in 1995. A lifelong Rhode Islander, she has worked in the financial industry since 1998 and shines as a motivational speaker, hosting workshops in and around Rhode Island which deliver relevant, accessible, and sensible financial advice. She currently holds her Series 65 Investment Advisory license, helping clients with comprehensive financial planning and ongoing investment advisory services. 

Jane also holds the CDFA Certification (Certified Divorce Financial Analyst) and is a trained mediator, specializing in helping individuals and couples achieve an equitable outcome during the divorce process, and adequately planning for their post-divorce lifestyles.

Kerry Rafanelli

Attorney at Law

Kerry I. Rafanelli, Attorney at Law has been helping individuals and families since 1983. Kerry handles all cases personally, with the diligent support of our dedicated, experienced staff. We compassionately guide you through your family's many challenges so that you know where to turn when a legal issue arises. Read Kerry's attorney profile to learn more about his philosophy to create peaceful solutions whenever possible.

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Recording: How a CDFA Adds Value to the Process: An Attorney's Perspective.
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CE Credit
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available