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.
CDFA®, AWMA®, MAFF®
Founder and CEO of Smarter Divorce Solutions in Phoenix AZ and the Divorce Financial Planner Training Center
Nancy Hetrick is the founder and CEO of Smarter Divorce Solutions in Phoenix AZ and the Divorce Financial Planner Training Center.
She’s had a very successful divorce practice since 2012 and in 2022, after 23 years, retired as a financial advisor to focus all of her energy on divorcing couples and the professionals that serve them.
Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through her Training Center based in Phoenix.
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".