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Kristen Shearin
Kristen Shearin, JD, CDFA®
Director of Edcuation Institute of Divorce Financial Analysts

What You'll Learn

The CFP Board’s “Guide: Navigating Divorce and Other Conflicts With Married Clients” reminds financial planners that if a planner lacks competence in divorce-specific matters (e.g., tracing separate property, valuing pensions or business interests), they must refer to a qualified specialist such…

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