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How Divorce Attorneys Can Leverage A Financial Advisor Before & After A Divorce
About This Webinar
Divorce attorneys are all too familiar with this scenario. Your client has relied on their spouse and their spouse’s relationship with their financial advisor for all financial decisions throughout the marriage. You negotiate a settlement in a divorce case and your client walks away with a large sum of cash. Only problem? That client then needs help managing the money.
Financial advisors can help position your clients for long-term success.
What You’ll Learn
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How a financial advisor can analyze proposed settlement offers and offer potential options for investing
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How you can leverage a financial advisor to help your client achieve their desired lifestyle after settlement
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The first steps a client should take after the settlement with regard to the money
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What to look for (and what to avoid) in a financial advisor
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Hosted By
Richard Wolf, CPA/ABV, CFE, CVA
Partner
Richard is a partner at Gross Mendelsohn and director of the firm's Forensic, Valuation & Litigation Support Group. He has 20+ years of experience in public accounting. Richard provides forensic accounting and litigation support to divorce attorneys and leads the firm’s divorce seminar series.
Mike Little
Director of Wealth Management, GGM Wealth Advisors
Mike is the director of wealth management at GGM Wealth Advisors. He has 16+ years of experience in the financial industry. He works with high net worth families and institutional investors to help manage their complex financial situations.
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