Lifestyle Analytics

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Recorded On: 10/06/2022

Lifestyle Analytics is not just for the Lifestyles of The Rich and Famous. This session will apply to even middle-class cases when applied correctly and you do not have to be a CPA Forensic Accountant to prepare one. In fact, I believe a CDFA® professional with a more traditional financial planning background may be more qualified to prepare a lifestyle analysis than a traditional forensic accountant. Learn why and how to convince attorneys to get the referrals.

Approved for one (1) hour of CDFA Continuing Education Credit

Jane McAuliffe

CDFA

Collaborative Divorce Strategies

Jane McAuliffe is a Partner and Senior Investment Advisor with Axis Wealth Partners, a Registered Investment Advisory firm located in East Greenwich, RI. Jane brings together her years of professional experience, her personal experience of going through a divorce for which she was not financially (or emotionally) prepared, and her passion for helping women to help them find an equal footing by planning in advance for all of life’s circumstances. 

Jane’s approach is founded on the belief that taking an active role in personal finances can make you feel confident and empowered. Her objective advice helps her clients avoid the fallout that can ensue after a major life transition, such as divorce or the loss of a spouse or parent, and enables them to save what they need, manage their investments wisely, and make smarter financial decisions. 

Trustworthy, compassionate and fiercely loyal, Jane is a graduate of Bryant University, where she received a Bachelor of Science in Management, graduating in 1995. A lifelong Rhode Islander, she has worked in the financial industry since 1998 and shines as a motivational speaker, hosting workshops in and around Rhode Island which deliver relevant, accessible, and sensible financial advice. She currently holds her Series 65 Investment Advisory license, helping clients with comprehensive financial planning and ongoing investment advisory services. 

Jane also holds the CDFA Certification (Certified Divorce Financial Analyst) and is a trained mediator, specializing in helping individuals and couples achieve an equitable outcome during the divorce process, and adequately planning for their post-divorce lifestyles.

Sandi Gumeson

CPA, CDFA®

Sandi is a Certified Public Accountant licensed in California and a Certified Divorce Financial Analyst® professional. She has 20 years of extensive experience in financial analysis, forensic accounting, budgeting, forecasting, and financial management.

She is the Managing Director for her local CDFA practice in Denver, helping her clients understand and navigate the financial intricacies of divorce. On a national level, Sandi is the CFO and Co-Founder of Wellspring Divorce Advisors. Wellspring provides a turnkey business solution dedicated to training and supporting other professionals to become successful CDFA professionals.

Beginning her career at Pricewaterhousecoopers as an audit and tax intern, she quickly became a senior associate. She then joined Ryland Homes, a fortune 500 national home building company, and ultimately became a Controller and VP Finance for the San Diego Division.

Ms. Gumeson graduated from Colorado State University with a Bachelor of Science in Business Administration, Accounting.

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Recording: Lifestyle Analytics
Open to view video.
Open to view video. Lifestyle Analytics is not just for the Lifestyles of The Rich and Famous. This session will apply to even middle-class cases when applied correctly and you do not have to be a CPA Forensic Accountant to prepare one.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available