Guiding Clients Through Divorce: Financial, Emotional, and Professional Strategies

The September 2025 Women & Finance Knowledge Circle will be held on Thursday, September 11th at 2 pm ET.

Knowledge Circle Host Gretchen Halpin will be joined by special guests Mary Meadows Livingston and Shannon O'Toole and they will be presenting, "Guiding Clients Through Divorce: Financial, Emotional, and Professional Strategies."

Divorce is one of the most challenging life transitions your clients may face—emotionally, financially, and personally. As a financial advisor, you have the opportunity to provide clarity, stability, and support during a time when it’s needed most.

Join an engaging panel discussion featuring Mary Meadows Livingston of Abeona Wealth, Shannon O’Toole of Shannon O’Toole Coaching, and Gretchen Halpin of Beyond AUM as they share their unique perspectives:

• Financial Planning Insights – Mary Meadows will highlight the critical planning considerations advisors must address, from dividing assets to managing cash flow, retirement accounts, uncovering hidden assets, and more.
• Personal Lessons from Divorce – Shannon will offer a candid look at the human side of divorce and what she learned through her own experience—insights that can help you better connect with and support clients.
• Advisor Positioning & Value – Gretchen will discuss how to position yourself when working with clients in divorce, including the language and strategies that communicate your value clearly and compassionately.

This session will equip you with the tools to balance technical expertise with empathy, expand your value proposition, and better serve clients navigating one of life’s most complex transitions.