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NADP National Chapter Online Meeting
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This month we welcome Carol Lee Roberts as we discuss "The Top Financial Mistakes that Occur in Divorce". Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position. She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations.

10/20/2020
When: Tuesday, October 20, 2020
12:00 - 1:30 PM
Where: Online Zoom call
United States
Contact: Victoria Habib
1-888-623-7365


Online registration is closed.
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  • The 5 Financial Planning Pitfalls During the Gray Divorce


    With Carol Lee Roberts



    The divorce rate among older Americans is rising, leading to complex planning challenges for divorce professionals and their clients.

    There are five financial areas of divorce that everyone needs to know about to serve their clients, said Carol Lee Roberts, president of the Institute for Divorce Financial Analysts in “Five Financial Pitfalls of Gray Divorce,”.

     

    If a client is divorcing their spouse, she said professionals should focus on these five potental pitfalls:

    • Division of property

    • The marital home

    • Retirement plans

    • Insurance

    • Post-divorce planning


    On this call we will go into all of these pitfalls so that you can provide a better financial outcome for your gray divorcing clients.



    About Carol Lee


    Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position.  She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations.

    Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University.   As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country . Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, DC.

    As President of IDFA,  she has seen the number of certificants in both Canada and US grow substantially and hosts an annual conference that continues to grow significantly year over year.  Carol Lee authored the Tools & Techniques book,  Divorce Planning,  and is the editor of the Divorce Survival Guide as well as the CDFA program materials

 

**PLEASE NOTE: Guests are only allowed to attend one meeting. 

 

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