PROGRAM TOPIC: Peace of Mind & Financial Security Post Divorce. Senior Wealth Advisor, Teresa Milner, CDFA®, will give us an overview of how financial guidance after divorce can be one of the best decisions your client can make. Often, women are at a financial disadvantage for several reasons, including reduced earning capacity after a career break to care for family, or lower Social Security benefits due to lower earnings, among others things. Teresa will talk about how guidance from a financial professional can help them gain the confidence to manage their own money.
PRESENTERS: Teresa Milner, CDFA®, is a Senior Wealth Advisor at Pearl Capital Management. Her passion to help clients navigate divorce with confidence was instilled several years ago. She found herself navigating an extremely difficult 7.5 year divorce. It was a long devastating emotional legal battle, and she didn’t know what she didn’t know. Her personal experience, combined with extended training, allows Teresa to guide clients through this process with expertise, compassion and empathy.
PLACE: Zoom Online Workshop. Materials will be emailed to attendees in advance of the meeting. Continuing education certificates will be emailed following the meeting.
TIME: Noon - 1:15 p.m. (Zoom portal opens at 11:45 a.m.)
RSVP: Click Here to RSVP
CLE: This program may provide up to 60 minutes continuing education credit hour based upon a sixty (60) minute hour.