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Divorce planning is challenging for all, but it becomes particularly complex for clients once they have wealth of $7-10 million or more. Join divorce planning guru Olivia Summerhill as she shares insights learned over a decade of helping Ultra HNW clients navigate through issues such as multiple homes, family trusts, business valuations and funding lifestyles. Olivia will also share how she works with clients post-divorce on financial decision-making. As a bonus, Olivia will share ideas for how you can expand your practice in this ultra HNW space.

Learning Objectives:

  • What's unique about divorce for Ultra HNW families
  • What does a good divorce team look like
  • Understanding cash-flow and lifestyle needs
  • How you can help clients post-divorce

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A CFP ID number will be required in order to receive CE credit for this webinar.