July 2021 Chapter Meeting  (Online)

  

Divorce Planning for Planners

Speaker: Beth McClelland CDFA, CFP®

Featured Partner: Louis Retief, Hubly

Meeting Description

When a client informs you they are planning to divorce many thoughts come to mind. Should I get involved? What can I do to help? Is there a conflict of interest? While there is not a cookie-cutter approach to divorce finances, an understanding of the process and helpful information for the client(s) who are divorcing can be of great assistance. We will look at the types of financial analysis, decisions, support, and resources that may be needed and provide guidance about what you as a financial planner without divorce expertise can reasonably provide. Considerations for divorce planning that involve decisions relating to keeping the house, pensions, retirement plans, and brokerage accounts, division of stock plans, as well as gray divorce will be addressed. In closing, we will look at a checklist of items to be addressed post-divorce.

•Understand the divorce process in California

•Recognize potential conflicts of interest and bias

•Understand the range and flexibility of divorce process options including: Do-it-yourself, Litigation, Mediation, and Collaborative.

•Learn ways to support your client(s) through their divorce process.

•Identify resources for divorce including public education on divorce options.

**You will receive login information in a reminder the week of the meeting. Contact Tonia Forbus if you do not receive it.

1.0 hour CFP CE will be available for this session, pending approval by the CFP Board.

**You will need to be logged into your computer or Zoom app to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer.

Speaker Biography

Beth McClelland, MBA, CDFA, CFP® is the founder and managing principal of East Bay Divorce Financial Planning.  My goal is to provide guidance in settlement planning, finances and decision-making for my clients to find financial peace as they journey through the divorce process. I am an advocate for alternative dispute resolution processes as a means to minimize conflict, optimize relationships, emotional health, and minimize the loss of assets. I work with both individuals and couples before, during, and after divorce.  My services can be designed to support a variety of approaches to divorce including: mediation, collaborative divorce, uncontested divorce where the couple works together on the settlement agreement, or litigated. I work in partnership with attorneys, therapists, paralegals and other professionals to provide the full range of services required to support the process and complete filings with the courts.

Pricing and Registration       

• FPA Members:  $25
• Non-Members:  $75
• UCSC Extension Students:  $10
• FPA Externs: $0 (complimentary)
  

No refunds after 3:00 pm, Thursday, July 8th.

Register Now!