Got questions about Divorce Planning for your Clients
Guest Expert: Carla Donnelly, Esq. and Diane Pearson, CDFA, CFP
Date:
Webinar Replay Description
This webinar featured family law attorney Carla Donnelly and financial planner Diane Pearson, CDFA in a Question and Answer format.
Comments
Comments from our listeners:
It is almost always best to bring an attorney into the mix when dealing with divorcing clients. When working with attorneys defer to their legal expertise but assert our financial expertise if warranted.
- Rick F.
Importance of a family law attorney and the ethics of CDFA advisor
- Michael B.
Variations in state law.
- Bruce W.
Lots of good tips.
- Jalene H.
The importance of having a family law attorney prepare a prenup.
- Deb K.
It is almost always best to bring an attorney into the mix when dealing with divorcing clients. When working with attorneys defer to their legal expertise but assert our financial expertise if warranted.
- Rick F.
Importance of a family law attorney and the ethics of CDFA advisor
- Michael B.
Variations in state law.
- Bruce W.
Lots of good tips.
- Jalene H.
The importance of having a family law attorney prepare a prenup.
- Deb K.
07.27.2022 Divorce Q and A
Attendees Comments:
It is almost always best to bring an attorney into the mix when dealing with divorcing clients. When working with attorneys defer to their legal expertise but assert our financial expertise if warranted.
- Rick F.
Importance of a family law attorney and the ethics of CDFA advisor
- Michael B.
Variations in state law.
- Bruce W.
Lots of good tips.
- Jalene H.
The importance of having a family law attorney prepare a prenup.
- Deb K.