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WHEN YOUR CLIENTS DIVORCE - WHAT MATTERS MOST IN 2018

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 29, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Whether your office helps clients with divorce financial planning or you just want to know how to prepare your clients for the divorce financial planning process, this webinar will show you an organized process to prepare the client for negotiation, tax reform’s impact on a 2018 negotiation, and what a client should expect in terms of escalation of the process under good, bad, and difficult circumstances.  No one wants to go through divorce but when a family has decided to go forward differently, learn how to help them manage this very tough financial and life transition.
 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bonnie Sewell, CFP, CDFA , AIF

American Capital Planning, LLC
Fee-only Financial Planner And Financial Freedom Expert
bonnie@americancapitalplanning.com
(703) 771-0905

Bonnie was raised in a single family home in the wealthy hamlet of Clarendon Hills, IL, 15 miles west of Chicago. A small town of 7500, it was common in the 1960's to refer to such homes as 'broken'. While the family was often broke, her loving home was never broken. She endeavored to understand money: how it works, how it can work for you, and most importantly, how to use it for good, whether for your personal family goals or something even larger. Bonnie has been working with families and individuals since 1990 and earned her Certified Financial Planner designation in 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified Divorce Financial Analyst designation, CDFA™. She served 3 years on the National Board for the Financial Planning Association, served on the Foundation for Financial Planning board, and served as President on the Board of Directors for the non-profit Loudoun Therapeutic Riding. She has also been a volunteer advisor for families in the Building Homes for Heroes program. Bonnie earned a Master’s degree in Financial Planning and keeps current through at least 30 hours of professional continuing education each year. As the 3rd generation of women business owners in her family, Bonnie has expertise in helping men and women meet their wildest dreams. In business ~ she can help you plan, build or exit your business profitably, she helps divorced clients keep and grow their settlements, and guides widows and widowers in their new lives.

About Our Presenter

Americancapitalplanning
We seek to serve those who are working to create a life they love. Clients of our boutique, high touch firm are partnering with our expertise, experience and ethics so that they can connect their dollars to their dreams.