IDFA Online Learning
Property Settlement Agreements: Ensuring Attorneys Draft for Accuracy
Recorded On: 09/16/2021
This session will reveal some of the most common errors in divorce decrees that cost people money or result in unenforceable terms, or fail to take taxes into consideration. Learn how to ensure your client actually receives what they think they will. Your role isn't over when the agreements are made. How a CDFA® is critical in establishing sound agreements.
Approved for one hour CDFA Continuing Education Credit.
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.