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Tuesday, May 22, 2012

1:15 p.m. - 2:20 p.m.


Panelist: Patricia Barrett, CFP, CDFA, Mediator, LIFETIME PLANNING LLC
Panelist: Patte Lee, CFP®, CDFA, Financial Planner, MASSMUTUAL FINANCIAL GROUP
Panelist: Joan Nye, MBA, President, JPN FINANCIAL LLC
Panelist: Cathy Threadgill, CDFA
Panelist: Sharon Washburn, CDFA, Second Vice President-Wealth Management, Financial Planning Specialist, MORGAN STANLEY SMITH BARNEY

Among college-educated couples, 90-percent of divorces are initiated by women, and how they fare financially in the proceedings can have a dramatic effect on the rest of their lives. This makes divorce the time when women have the greatest need for independent financial advice, and for the soft skills that a female advisor can bring to the relationship. This session will teach advisors about:

  • Divorce certification and where to get the training you need
  • Cultivating a specialty practice that offers financial analysis for divorcing clients
  • How a financial advisor’s skills can be utilized during the divorce process

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