Welcome to our first virtual conference.

Divorce is one of life’s big disruptors, it can bring a tidal wave of changes. The common to view of change is it is stressful, and stress dilutes memory, decision making capacity, and problem-solving abilities. It is also common for client to have regrets, large and small, once the dust has settled and they begin to live their new reality post-divorce.

While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.

In this session, Micheline will share her experiences as a family mediator and CDFA regarding the importance of the intake process and how the Financial Expert can be a positive catalyst in your clients’ journey.

A financially complex divorce is typically accompanied by mountains of financial disclosure.

The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more persuading? How you choose to frame this inaction can affect everything that follows in your work together.

There are numerous untapped, diverse, profitable market opportunities.

Join Sandy Voit in exploring the impact of Divorce on financial aid and college funding.

An intensive client case study review

The goal of this discussion is to enlighten financial professionals, investment advisors, attorneys how to use QDROs as an additional revenue source, as well as basics of how and when QDROs apply - whether it be to secure a spouse’s share of a retirement as an asset, lump-sum alimony, or child support and child support arrearages.