Live rebroadcast of conference session featuring case studies.

Description: Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

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.

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.

Your first meeting with your client will set the tone for the entire relationship.

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

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.

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.