Portfolio Management During Divorce

Portfolio Management During Divorce

Audience:	Recommended for those who are experiencing divorce or separation
Length:	2-4 hours
Materials:	Each participant receives a 30-plus page workbook, reviewing each topic covered and providing resources and a glossary for future use

Course Description:

Participants who attend this course will learn the basic financial aspects of divorce and changing financial situations.

Course Objectives:

Identify the costs involved when divorcing.
Learn how to manage and save money throughout the divorce process.
Illustrate the three ways property is distributed based on state laws.
Discover how retirement plans are typically divided.
Discuss common mistakes to avoid in dividing retirement plans.
Review ten types of assets that are typically forgotten in a divorce.
Uncover how to take into account taxes when dividing assets.
Develop an effective financial plan.
Determine how to research and find an attorney, certified divorce planner, accountant, actuary, appraiser, and other professionals that can provide assistance.
Eliminate five errors many financial professionals make when working with divorcing clients.
Examine whether mediation is a viable alternative.
Recognize important information in a typical mediator's contract.