Divorce Tightrope … Helping Clients and Weighing the Risks to the Advisor
Guest Expert: Cinda Jones, CFP, CDFA and Denise Fontyn, CDLP
Date:
Webinar Replay Description
Divorce is a life altering event for your clients. You naturally want to help them and you can. And you will also want to protect yourself against perceived or real actions that could create problems for you.
How to help…Examples of the most sought after analysis and reports
What are the tools to create useful analysis and reports.
What are the best practice decisions to make before becoming engaged in a client(s) divorce
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