Content Provider
Americancapitalplanning

Tsheets middle
Divorcemodeling american

DIVORCE: MATH MODELING MATTERS

Available Date(s) Tuesday, October 3, 2017

Start Time
10:00AM EDT

Cost Free   CPE Credits 1.0 hour   Subject AreaFinance  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

Math modeling matters in divorce to both parties - it's the 'on the page' view of how each party will fare financially under a particular settlement and on what financial foundation they will build going forward. We’ll walk through 6 cases, 5 where modeling made a positive difference for the client and 1 where modeling was not done with an awful avoidable outcome. We will also look at how to model finances for expert testimony.

Learning Objectives

  • Decision Modeling: Demonstrating how to set up financial models for divorcing clients which allows them to make informed choices before signing a settlement.

  • Measurement: We will show the math that is important in modeling in divorce financial planning.

  • Reporting: Being able to translate what you are modeling to a client, attorney, mediator, judge, etc. is essential to achieving a good outcome.

  • Research: There is no winging it in divorce financial planning and no do-overs. Learn what research matters to the math models in divorce financial planning.

Testimonials

"Bonnie is a great presenter with a wealth of knowledge. I learned so much!"

"Excellent presentation and presenter!!!"

"Excellent presenter - very informative and useful information."

"Excellent presenter. Sharp, knowledgeable, great communicator!"

"Great presentation by Bonnie. Really appreciated the examples given."

"Great webinar. I highly recommend!"

Bonnie Sewell, CFP, CDFA , AIF

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

Americancapitalplanning Linkedin

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211