Starting Over Strong: 25 Steps to Financial Success After Divorce
Session details
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- 2026-02-12T19:08:03.840Z
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- Starting Over Strong: 25 Steps to Financial Success After Divorce
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- description
- Nothing throws a financial plan off track like divorce after decades of marriage. In this focused workshop, you'll learn how to guide clients who suddenly find themselves rebuilding their financial lives when they thought they'd be well into their retirement plans.For clients divorcing after long marriages, the emotional and financial challenges are uniquely difficult. Their carefully crafted retirement plans are shattered, and they now face achieving similar goals with half the assets and much less time. You can be their most valuable resource during this critical transition.You'll learn how to help clients:• Create a realistic financial assessment of their post-divorce situation• Rebuild their retirement strategy with adjusted timelines and expectations• Update essential insurance coverage to protect their new single status• Develop investment approaches that balance growth needs with security• Navigate tax filing changes that impact their overall financial picture• Completely revamp estate planning documents for their new circumstances• Protect themselves in future relationships through proper documentationWe'll cover actionable strategies for:• Managing immediate cash flow challenges after divorce• Adjusting retirement expectations and creating new viable plans• Addressing housing decisions (keep the family home or start fresh?)• Rebuilding credit and financial identity as a single person• Protecting against future relationship financial risksPerfect for: Financial advisors, CPAs, and planners who work with divorcing clients in their 50s, 60s, and beyond. You'll gain valuable tools to help these vulnerable clients rebuild financial security when they have the least time to recover from setbacks.
- start
- 2026-02-17T16:30:00.000Z
- end
- 2026-02-17T18:10:00.000Z
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- 120
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- America/Denver
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Registrations
0No registrations returned for this session.