IDFA Online Learning
How to Prepare a Successful Analysis
Recorded On: 05/07/2019
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- Non-member - $50
- Member - $35
What makes an analysis successful? A successful analysis brings clarity and peace of mind and eventually allows the client to move forward. An analysis must also be easy for anyone to understand no matter their level of financial prowess. In this session, we will explore what is needed to prepare a successful analysis and the steps you can take to improve your client’s outcome.
Diane C. Pappas
CDFA®, CQS™
Solutions For Divorce LLC
Diane C Pappas is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Certified Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice.
Diane is the Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm that works with couples and individuals helping them resolve the tax and financial issues of their divorce. Drawing on over 30 years of life and work experience, she specializes in helping clients, attorneys and mediators fully understand and resolve the financial complexities encountered during the divorce process. Diane also works with clients as their mediator, educating her clients financially so they can make informed decisions during the mediation process. She completes the divorce process by preparing the legal documents needed to divide Employer-sponsored retirement plans, private pension plans, MA State pension plans, and military and Federal Employee plans.
Diane C Pappas, diane@solutionsfordivorce.com, 978-833-6144
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