What You'll Learn
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…
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
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.