Understanding the Role of the CDFA® in the Collaborative Law Practice

4.5 (6 votes)

Recorded On: 05/17/2022

Learn the role of a CDFA professional in collaborative practice and the value the CDFA brings to the process. 

Diane C. Pappas

CDFA®

Diane C Pappas is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Financial Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice. 

 

Diane is Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm that works with couples and individuals helping them resolve the tax and financial issues of their divorce. Drawing on over 30 years of life and work experience as well as over 300 divorce cases, she specializes in helping clients, attorneys and mediators fully understand and resolve the financial complexities encountered during the divorce process. Diane also works with clients as their mediator, educating her clients financially so they can make informed decisions that are best for them and their family.  From beginning to end, Diane guides and assists her mediation clients to develop mutually acceptable settlement proposals that address the parties’ needs, concerns and goals.  She completes the divorce process by preparing the legal documents needed to divide Employer-sponsored retirement plans, private pension plans, MA State pension plans, military and Federal Employee plans.

Key:

Complete
Failed
Available
Locked
Recording: Understanding the Role of the CDFA® in the Collaborative Law Practice
Open to view video.
Open to view video.
Quiz: Understanding the Role of the CDFA® in the Collaborative Law Practice
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
10 Questions  |  2 attempts  |  20 minute limit  |  7/10 points to pass
CE Certificate
Live Viewing: 1.00 CE credit and certificate available
Live Viewing: 1.00 CE credit and certificate available