So, Your Client Needs What Type of Analysis?

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Each client engagement for a CDFA™ provides its own unique blueprint and can often raise issues of first impression. This workshop will be an opportunity for practitioners to participate in an interactive and intensive learning session to develop best practices in identifying and analyzing the nuances of core client analysis tasks such as spousal support, unique assets, and investment/retirement accounts. Approved for one (1) hour of CDFA Continuing Education Credit.

Karen D. Sparks

JD, CDFA®

Karen D. Sparks, CDFA® J.D. is the principal and owner of Divorce Financial Strategists™. In her capacity as a certified divorce financial analyst®, Ms. Sparks is trained to provide expert financial services that are specifically targeted to the area of divorce and separation.  

Core practice areas include but are not limited to : Complete financial asset review and analysis, spousal and child support, settlement projections, tax implications for support, real property and investment assets, analysis of retirement accounts, real property offsets or buyout and other areas of asset distribution including post-divorce tasks are all handled with the specific goal of facilitating the divorce and separation process.

As part of her client engagements, Ms. Sparks has been a retained expert and trial expert witness for clients on the subject of marital standard of living, analysis and computation of separate and community property interests in real estate and valuation of business entities in order to determine income for support.  She is also the co-author of the Stress Free Divorce, volume one published in April 2017.

Ms. Sparks provides divorce financial analysis to services to individuals and couples and also provides consulting services to attorneys, mediators, alternative dispute resolution professionals and other family law service providers. 

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Session Recording: So, Your Client Needs What Type of Analysis
Open to view video.
Open to view video. Each client engagement for a CDFA™ provides its own unique blueprint and can often raise issues of first impression. This workshop will be an opportunity for practitioners to participate in an interactive and intensive learning session to develop best practices in identifying and analyzing the nuances of core client analysis tasks such as spousal support, unique assets, and investment/retirement accounts. Approved for one (1) hour of CDFA Continuing Education Credit.
Certificate
Live Viewing: 1.00 CE credit and certificate available
Live Viewing: 1.00 CE credit and certificate available