Lifestyle Analytics

Product not yet rated

Recorded On: 11/19/2024

During this session, you will walk through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy Hetrick CDFA®,MAFF®  is the founder and CEO of Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center as well as a Financial Planner with Smarter Money Solutions.

As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure the best possible outcomes. For financially complex cases, her team ensures all of the puzzle pieces are clearly identified and all strategies for division are explored.

She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.

She is the author of “Divorce Financial Planning; Building a Successful Niche Business”, Divorce Is Not For Dummies; How To Cover Your Assets and the co-author of The Stress-Free Divorce, Volume 2.

Key:

Complete
Failed
Available
Locked
Recording: Lifestyle Analytics
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes
Quiz: Lifestyle Analytics
8 Questions  |  2 attempts  |  20 minute limit  |  5/8 points to pass
8 Questions  |  2 attempts  |  20 minute limit  |  5/8 points to pass
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available