Description: Certified Financial Planner practitioner and Certified Divorce Financial Analyst Sara Stanich will share the topics you should cover with clients going through divorce. From budgets to taxes to real estate and retirement, Sara will share her lessons learned over 8 years of working with clients going through the divorce process.
Learning Objectives/Outcomes: After this session you will be able to:
- Address important financial planning issues with clients going through a divorce.
- Assist divorcing client with issues related to budgets, taxes, real estate and retirement.
Instructor: Sara Stanich
Principle Knowledge Topic: General Financial Planning Principles