Property Settlement Agreements: Ensuring Attorneys Draft for Accuracy

5 (9 votes)

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® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.

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".

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Recording: Property Settlement Agreements: Ensuring Attorneys Draft for Accuracy
Open to view video.
Open to view video.
CE Credit
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available