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UID:18@cpnova.com
DTSTART;TZID=America/New_York:20240521T180000
DTEND;TZID=America/New_York:20240521T193000
DTSTAMP:20240514T205631Z
URL:https://cpnova.com/events/cpnv-member-meeting-may/
SUMMARY:CPNV Member Meeting - May
DESCRIPTION:Pre- and Post-Divorce Financial Planning:\nHow to ensure client
 s successfully enter/exit the divorce process.\nPresented by: Jordan Egert
 \, CPA\, CFE\, CDFA™ and Stephanie Anderson\, CFA\, CFP®\, CDFA®\n&nbs
 p\;\nManaging one’s finances can be challenging enough\, without layerin
 g in the often emotionally fraught aspects of the divorce process. Gaining
  clarity on what clients own\, what they owe\, and the true cost of their 
 lifestyles are critical is only one part of a successful divorce process. 
 But how do we ensure spouses are setup for success before and after the di
 vorce process?\nDuring this program\, we will discuss how to help clients 
 take control of their finances so that they have a clear understanding of 
 key decisions to make before\, during\, and after the divorce regarding in
 vestments\, retirement planning\, tax strategy\, estate planning\, and ove
 rall risk management. Additionally\, we will look at pitfalls to avoid so 
 that clients can exit the divorce process and begin their next chapter wit
 h a sense of financial clarity and confidence.\n&nbsp\;\n\nPlease note\, C
 PNV has moved virtual Member Meetings. Please contact the CPNV Administrat
 or (admin@cpnova.com) with any questions you may have.\n\n&nbsp\;\n\nRemai
 ning Meetings for 2024\n\nThursday\, June 6\, 2024 – Summer Social\n\nTu
 esday\, September 17\, 2024\n\nWednesday\, October 16\, 2024\n\nTuesday\, 
 November 19\, 2024\n\nTuesday\, December 3\,2024 - Holiday Social
CATEGORIES:Events Public
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