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Missed our webinar? Don’t worry, we’ve got you covered. Watch the recording of our presentation and learn about the steps you can take to rebuild your financial life after divorce before the divorce is final.

On August 16, two of Private Ocean’s financial advisors and Certified Divorce Financial Analysts, Lisa Peters and Kelly Keydel teamed up to give their expert advice to individuals dealing with divorce. From common mistakes divorcees should be aware of to actionable next steps for formalize a plan for the future, this webinar provides an overview for anyone personally going through a divorce or would like to help someone who is.

Here are some highlights from our webinar:

  • The financial impact of one spouse putting career on hold to raise children has gained greater acknowledgement in the legal community.
  • There has been a significant change in tax for marriages finalized after 1/1/2019+
  • A common misstep to be aware of: Not understanding the long-term impact of a settlement or the consequences of taking different types of property in your settlement.
  • The best strategy for a strong financial future begins before the divorce is final. Seek out financial guidance early
  • The role of a Certified Divorce Financial Analyst  brings financial expertise to clients and attorneys to educate how the financial decisions made in the divorce could impact the client’s financial future.

You can watch the full recording below —

 

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