How to Prepare a Successful Analysis

4 (1 vote)

Recorded On: 05/07/2019

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®

Diane is Principal of Solutions for Divorce LLC, a fee-only, boutique divorce financial planning firm serving the North Shore of Boston, MA. She is a financial planner, trained mediator and a collaboratively trained Financial Neutral. Diane’s firm is a Registered Investment Advisor for the sole purpose of providing Post-Divorce Financial Planning to her clients. From 2014-2017, she served on the board and then as President of The Divorce Center, Inc. Diane is currently serving her last term on the IDFA Board of Advisors and is the Chair for the newly-formed Public Awareness Task Force.

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How to Prepare a Successful Analysis
Recorded 05/07/2019
Recorded 05/07/2019
CE Credit and Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available You must watch the session recording for a minimum of 50 minutes to receive CDFA CE credit.