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®
Divorce Financial Planner Training Center
Nancy Hetrick is the owner of RIA Smarter Financial Solutions LLC, Smarter Divorce Solutions LLC, and the Divorce Financial Planner Training Center.
As a Certified Divorce Financial Analyst, mediator, and forensic specialist, she assists divorcing clients with crafting a creative, out-of-court settlement agreement in a kinder, gentler, more affordable process. She has over 20 years of experience in both investment management and financial planning.
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” and Divorce Is Not For Dummies; How To Cover Your Assets and the co-author of The Stress-Free Divorce, Volume 2.