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Nine Ways CDFAs are an Asset to the Divorce Process

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Date Published

November 5, 2020

Publisher

Memphis Bar Association

Subjects

Divorce, Family Law, Finances

Questions

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Summary

From deep and complex spending estimations, to navigating risk tolerance and cognitive biases, Certified Divorce Financial Analysts® and Wealth Strategists Kathy Williams, Carol Lee Royer, and Teresa JW Bailey discuss 9 of the most important ways a CDFA can be an important tool for both you and your clients during a divorce.

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Presenters

Teresa Bailey

Teresa Bailey is a Wealth Strategist. She orchestrates the financial affairs of executives, entrepreneurs and other driven... Read More

Kathy Williams

Kathy Williams is a Senior Wealth Strategist at Waddell & Associates. During her years in the industry, Kathy has earned... Read More

Carol Lee

Carol Lee is the Senior Vice President and a Senior Wealth Strategist at Waddell & Associates. Carol Lee came to Memphis... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Nine Ways CDFAs are an Asset to the Divorce Process - Video
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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