IDFA Online Learning
Understanding Executive Compensation in Divorce and Beyond
Recorded On: 09/16/2021
RSU's, NQSO's, ISO's, DC's, DB's- Oh my! In this session, participants will get an understanding of all types of executive compensation, how they work, how to value them, and possible solutions for division in divorce. There will be advanced topics on taxation, division scenarios, and case study examples to illustrate unique situations and outcomes both during the divorce process and in the years following
This session has been approved for one hour of CDFA Continuing Education credit.
Collaborative Divorce Strategies
Jane McAuliffe is a Partner and Senior Investment Advisor with Axis Wealth Partners, a Registered Investment Advisory firm located in East Greenwich, RI. Jane brings together her years of professional experience, her personal experience of going through a divorce for which she was not financially (or emotionally) prepared, and her passion for helping women to help them find an equal footing by planning in advance for all of life’s circumstances.
Jane’s approach is founded on the belief that taking an active role in personal finances can make you feel confident and empowered. Her objective advice helps her clients avoid the fallout that can ensue after a major life transition, such as divorce or the loss of a spouse or parent, and enables them to save what they need, manage their investments wisely, and make smarter financial decisions.
Trustworthy, compassionate and fiercely loyal, Jane is a graduate of Bryant University, where she received a Bachelor of Science in Management, graduating in 1995. A lifelong Rhode Islander, she has worked in the financial industry since 1998 and shines as a motivational speaker, hosting workshops in and around Rhode Island which deliver relevant, accessible, and sensible financial advice. She currently holds her Series 65 Investment Advisory license, helping clients with comprehensive financial planning and ongoing investment advisory services.
Jane also holds the CDFA Certification (Certified Divorce Financial Analyst) and is a trained mediator, specializing in helping individuals and couples achieve an equitable outcome during the divorce process, and adequately planning for their post-divorce lifestyles.