eCourse
The Role of the Financial Professional in Divorce
Contains material from May 2019
The Role of the Financial Professional in Divorce
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Using a case study forma, this course provides a framework for assessing financial questions in divorce, an overview of financial professionals you might use in a case and an understanding on which type of professional to call on and when. It also addresses some possible pitfalls for both the attorney and financial professional.
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The Role of the Financial Professional in Divorce (May 2019)
Sarah Cuddy
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Session 1 —52 mins
The Role of the Financial Professional in Divorce (May 2019)
Using a case study forma, this course provides a framework for assessing financial questions in divorce, an overview of financial professionals you might use in a case and an understanding on which type of professional to call on and when. It also addresses some possible pitfalls for both the attorney and financial professional.
Originally presented: May 2019 The Role of the Financial Professional in Divorce
Sarah Cuddy, CDFA, CFP,
Baird - Houston, TX