Leveraging Your CDFA® Success with a Mastermind Group

5 (1 vote)

Recorded On: 11/14/2017

Would you like the opportunity to brainstorm ideas, tap into the experience and skills of other CDFA professionals, get feedback on your cases and find solutions to problems? Then forming a Mastermind group may be just what you need to help propel your CDFA practice to the next level.

In this webinar, Donna Cheswick will discuss:

What is a Mastermind Group
What are the Benefits
How to Start a Group
How to Find Members
Procedures and Tips for Success

Donna Cheswick

CDFA® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.