Supporting Our Client Going Through a Divorce as Financial Professionals

The May 2020 Women & Finance Knowledge Circle will be held on Thursday, May 14th at 2 pm ET.

Guest speaker Michelle Buonincontri will be presenting, "Supporting Our Client Going Through a Divorce as Financial Professionals."

As a Financial Advisor how can we support our clients going through a divorce without putting ourselves at risk?  Avoiding conflicts of interest, techniques to help clients stay the course and manage conflict.  Learn common financial pitfalls of divorce agreements and understand the role of a financial neutral plays and how they may benefit a client. Along with a high-level case study to demonstrate when 50/50 is not equal. 

Key points that will be covered:

• Learn alternative divorce resolution models
• Setting the table for a mediated conversation  
• Identify techniques to assist with high-conflict conversations  
•  Small wins now to avoid conflict or uncertainty in the future that you can share with your clients

More information