Financial advisors across the country are seeing a trend with clients—an uptick in post-Covid divorces and “grey divorces.” Covid certainly inspired many people to reimagine their lives, and for some that meant rethinking their relationships. “Grey divorces” are on the rise as well and occur when couples age 55+ decide to part ways, usually after decades together raising a family. Financial advisors need to be prepared with the knowledge, tools and resources to help these clients through this difficult time and beyond as they strive to deconstruct their financial lives as a couple and rebuild as an individual.
This can’t-miss webinar with the latest on divorce trends will be presented by Carol Lee Roberts, the president of Divorce Financial Analysts and a financial advisor who has helped thousands of clients navigate life’s challenges to find a successful financial future on the other side of hardship.
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Inside the Webinar
Tune in and learn how to:
• Recognize the difference between marital and separate property
• Understand how property division is handled in your state.
• Learn about options for dividing the marital home and unique tax provisions.
• Identity, value and understand how to divide various types of retirement assets.
• Identify insurance needs and possible solutions in divorce.
• Learn what steps you should be taking with a client post-divorce.
President, Institue for Divorced Financial Analysts (IDFA)
Roberts has more than 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations. She has an undergraduate degree from Augustana College and a master’s in Financial Planning from DePaul University. She is also a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois.