financial services & benefits

1. Learn how your divorce can be less damaging

2. Learn what information you will need to gather and how it will be used

3. Receive personalized illustrations based on your unique circumstances to help you:

Divorce Financial Solutions offers a variety of seminars and courses to educate individuals and professionals on how to best handle the financial side of divorce. Presentations have been developed for the following
groups:

• CERTIFIED FINANCIAL PLANNER™ Professionals (CE Credit Available)

• Registered Representatives (Firm Element Course Available)

• Divorce and Family Law Attorneys

• Certified Public Accountants

• Mental Health Professionals

• Divorce and Family Law Attorneys

• Private Events (Minimum 10 People)

The decision to end a marriage is not an easy one. Before making the difficult decision, it is important to learn the information that will help you make important financial choices that will affect your life for years to
come. In this presentation you will:

• Learn how to make smart, informed financial decisions that will save you thousands of dollars in lawyer costs and help find settlement alternatives

• Learn to assess your current financial situation so you don’t end up in the poor house

• Gain an understanding of cash flow, pension plan alternatives, tax factors, and divorce tax exceptions.

• Certified Public Accountants

• Mental Health Professionals

• Divorce and Family Law Attorneys

• Private Events (Minimum 10 People)

This one hour course is intended to provide a basic understanding of the professional, legal and fiduciary responsibilities of professional advisors with regard to how they handle their clients’ divorce. This course is
appropriate for advisors providing investment, financial, and tax planning advice to married clients. This course addresses:

• Determining the advisor’s level of involvement

• Professional and fiduciary responsibilities

• Setting client and advisor expectations

• The advisor’s role during and after the divorce

• The liability advisors face with divorcing clients

• Divorce process choices & costs

• Special tax rules for divorce

• Referring clients to other professionals