What You'll Learn
Divorce is difficult at any age. Divorcing later in life presents it own's challenges. Join family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA®, PPC™ as they share their insights learned from years of helping mature clients going through a…
Divorce is difficult at any age. Divorcing later in life presents it own's challenges. Join family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA®, PPC™ as they share their insights learned from years of helping mature clients going through a divorce. They will use examples of client cases to amplify their insights.
Attendees will learn:
- How alimony is treated after age 65
- How to introduce the idea of a "prenup" to mature clients considering marriage
- Social Security benefits are impacted by divorce
- Ideas for equitably dividing assets
- How to handle any future college bills
- How home equity can play a role
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.