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 is the principal and owner of Divorce Financial Strategists™ of Santa Clara, CA. She has over 20 years of professional experience in the legal field providing litigation support and as a CFO/Business Manager providing oversight and project management.

Client services are provided locally and nationwide for divorce and separation financial analysis and post-divorce financial implications. As part of her client engagements, Karen has been a retained expert and trial expert witness regarding marital standard of living analysis.

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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
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available