Webinar Registration

Pre- and Post-Divorce Planning:
What Every Advisor Should Know
Date: Thursday, December, 4 2025 01:00 PM
CE Eligible
Duration: 90 minutes
Rick Fingerman
Rick Fingerman, CFP®, CDFA®, CCPS™
Managing Partner & Co-Founder Financial Planning Solutions, LLC

Rick Fingerman, CFP®, CCPS™, CDFA™, is the Managing Partner and Co-Founder of **Financial Planning Solutions, LLC**, where he focuses on *Creating Financial Wellness for Widowed or Divorced Women™* and guiding clients through life’s major transitions with clarity and confidence. In addition to his advisory work, Rick leads a **pro bono financial planning program at Dana-Farber Cancer Institute**, which has helped nearly 650 families manage the financial challenges of a cancer diagnosis. His holistic, fiduciary approach integrates financial well-being with overall life balance—ensuring that every client’s best interests always come first.

Janet
Janet Rhodes Friedman, CFP®, CDFA®
Senior Financial Advisor Financial Planning Solutions, LLC

Janet Rhodes Friedman, CFP®, CDFA®, is a Senior Financial Advisor with **Financial Planning Solutions, LLC**, where she helps individuals and families clarify their goals, understand their finances, and build plans to achieve lasting financial security. She provides education and guidance on retirement and college funding, cash flow management, and tax planning. Janet has a special passion for empowering women—particularly those with limited financial literacy or navigating divorce—using her expertise as a **Certified Divorce Financial Analyst®** to help them make confident, informed decisions about their financial future.
 

John Thompson
John Thompson, CLA
Mortgage Broker | Certified Liability Advisor SMPL Mortgage

John Thompson is a seasoned mortgage professional and owner of SMPL Mortgage, based in Pasadena, California. Since 1991, John and his team have helped clients make SMART mortgage and real estate decisions that align with their long-term financial goals. As a Generational Lending Expert, he specializes in guiding clients through every stage of life—from first-time homebuyers and growing families to retirees using advanced strategies like reverse mortgages to support financial independence in retirement.
 

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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.