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1:30 PM - 2:20 PM

 

Traditional Advice for Nontraditional Families--CE Credit Available

 

Lorie Konish
Managing Editor, On Wall Street

Panelist:
Jennifer Hatch, CFP®
Managing Partner, Christopher Street Financial

Panelist:
Stacy Francis
President, Francis Financial, Inc.

 

Session Description

Guiding your clients financially through a divorce, a remarriage, or a same-sex marriage can get tricky. If there are children involved, a family’s financial situation can quickly become a minefield. Estate planning can seem straightforward but with varying state laws and the loopholes, ensuring your clients’ wishes are not only planned for but legally executable requires specialization.

During this panel discussion, advisors will discuss the various issues that can arise for clients in their respective niches and answer questions about less well-known implications of these life happenings for your clients’ financial health. The session will focus on laws in NY and the tri-state area, but take into account national trends and case law. 

There is ONE CE credit hour available for this session.

 


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