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Women, Divorce, and Money
Personal Financial Planning
Webcast

Women, Divorce, and Money

Financial planning can be tricky, but it becomes trickier for those who are recently divorced. Compounded with the emotional toll of a divorce, it's a precarious time for anyone.

$0 - $131
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Aug 16, 2022

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

David Stolz

Availability

Product Number

WC3821264

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 Business & partner 
Product Details

How to support women in a time of need

Marriages end for a variety of reasons, and during this transitional period, many people need help with financial planning.

In this webcast, divorce expert Dave Stolz, CPA/PFS will share the wisdom he has gained from helping female clients navigate divorce. As a CPA financial planner, he has served as expert witness, mediator, financial neutral, valuation expert, and caring advocate.

You will:

  • Recognize why are you more likely to be working with the women in a divorce
  • Understand and address the internal struggle as well as external problems to help make good financial decisions for the future
  • Recognize the various stages of grief that your client might be in
  • Learn tips and suggestions from women who have been divorced
  • Identify why a divorce affects a person’s decision quality
  • Learn how to work with a team of advisers to get the best outcome
  • Identify types of contested divorce and solutions
  • Learn how to support your client to create her best future, financially and otherwise

This event is CFP eligible.

Key Topics

  • Financial planning
  • Divorce

Learning Outcomes

  • Identify the internal and external problems faced in divorce.
  • Determine how to support your client to create her best future, financially and otherwise.
  • Identify how to work with a team of advisers to get the best outcome.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$131.00
AICPA Members
$109.00
PFP Section Members
$0.00
Tax Section Members
$87.00
PFS Credential Holders
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
David Stolz
CPA/PFS, CDFA®, CFP®
David Stolz has more than 20 years of experience working with high-net-worth individuals in the areas of tax and financial planning, as well as divorce financial planning. He has a bachelors’ degree in business administration from Pacific Lutheran University. He is a past chair of the Personal Financial Planning Committee for the Washington Society of CPAs, and current chair of the American Institute of CPAs Personal Financial Specialist Credential Committee.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
View our Cancellation policy here
Women, Divorce, and Money
Aug 16, 2022
Select from the following options:
Aug 16, 2022
5pm7pm GMT
Aug 29, 2022
5pm7pm GMT
Nonmember Price
$131.00
Price excluding sales tax
$131.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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