Divorce Mortgage Planning is the process of evaluating mortgage options in the context of the overall financial objectives and helping divorcing homeowners make more informed decisions regarding their home equity solutions. Attendees will learn to identify potential conflicts between the divorce settlement, financial planning and home equity solutions as well as any real property issues involved in your case.
By the end of the program listeners will be able to:
Help divorcing homeowners make more informed decisions regarding their home equity solutions.
Identify tax planning opportunities through strategic divorce mortgage planning.
Avoid common issues in divorce when mortgage financing and real property are present.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE 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.