PROGRAM TOPIC: How to Navigate the Personal and Technical Sides of Money During Divorce.. Matt Hanna and Renee Hanson will discuss the personal and technical sides of money during a life event such as divorce. They will discuss the importance of how people receive communications for best emotional digestion, describing struggle traits and the impacts of those labels during the divorce transitions. They will present several tools to help professionals guide clients through the process to be able to move from anticipation of the transition through the ending in preparation for passage to their new normal. The information presented is to help keep the parties in motion for settlement.
PRESENTER: Renee Hanson CFP®, ChFC®, CDFA®, BFA®, APMATM, CFS® , CEP®, and Matt Hanna CFP®, CDFA®, APMATM with Affinity Wealth Advisory Group provide divorce analysis to help professionals and clients find clarity around separation of assets, expense management, and projections of scenarios to help make informed decisions. They can be reached at 602-923-9800 or affinitywealthadvisorygroup@ampf.com.
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.