IDFA Online Learning
Separate Property Tracing
Recorded On: 09/29/2022
As we work through our case study, this session will teach how to determine what's separate property, what's not, and what's in that dreaded grey area and how do we deal with it. In addition we'll explore what is considered an asset and what is considered income available for support. As a bonus, we'll also talk about pre-marital portions of retirement accounts and how to unwind the separate property.
Approved for one (1) hour of CDFA Continuing Education Credit
Nancy Hetrick
CDFA®, AWMA®, MAFF®
Founder and CEO of Smarter Divorce Solutions in Phoenix AZ and 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.
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