Divorce is one of the most emotionally and financially disruptive events your clients may face—and your guidance as a financial advisor can make all the difference in preserving their stability and long-term goals. In this practical and insight-rich webinar, Janet Rhodes Friedman and Rick Fingerman, two of the nation's leading divorce planning experts, will walk you through what clients need to consider before, during, and after a divorce. John Thompson, a mortgage and home equity specialist, will join Rick and Janet to discuss key lending and housing strategies that can help divorcing clients make smarter decisions about keeping, refinancing, or selling the home. You’ll gain a framework to help clients make informed decisions that can protect their assets, income, and peace of mind.
🔍 Key Topics You’ll Learn to Navigate with Your Clients:
Before Divorce:
- Why a realistic budget is essential before initiating divorce discussions
- How to prepare a complete inventory of assets and liabilities (including those that are often overlooked)
- Evaluating income needs and lifestyle expectations post-divorce
- Understanding health insurance coverage and COBRA eligibility
- The importance of analyzing home equity vs. liquidity needs
- Planning ahead for legal fees and housing transitions
During and After Divorce:
- How divorce affects Social Security benefits—what your clients need to know about spousal and survivor rules
- When and why to include life insurance provisions in the divorce settlement (especially for alimony and child support)
- Should they keep the house or sell it? Tax, cash flow, and emotional trade-offs
- How to collaborate with attorneys, mediators, and clients to reach equitable, strategic outcomes
- Post-divorce investment, retirement, and cash flow planning essentials
CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.
