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Allied Professionals Networking Breakfast “Your Client is Getting Divorced ... Now What?”
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Join fellow WCBA members and members of the New York State Society of CPA's Westchester Chapter and the Financial Planners of the Greater Hudson Valley for a Networking Breakfast and 1-Credit CLE.

 Export to Your Calendar 10/31/2018
When: Wednesday, October 31, 2018
7:30 AM
Where: Doral Arrowwood
975 Anderson Hill Road
Rye Brook, New York  10573
United States
Contact: Fern Richter
914-761-3707 x 20


Online registration is available until: 10/31/2018
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THE ALLIED PROFESSIONALS (WCBA, WESTCHESTER CHAPTER OF THE NYSSCPAS, AND THE FINANCIAL PLANNING ASSOCIATION OF THE GREATER HUDSON VALLEY) Present  

“Your Client is Getting Divorced...Now What? How to Help Clients Avoid Legal & Financial Pitfalls”

You all hear the expected and sometimes unexpected statement from your client, “I am getting a divorce.” How will you help your clients through this situation? Whether you are a CPA, a financial planner, or an attorney, these changes will have a major impact on your clients and their families, and on the decisions your clients need to make going forward. How are you going to help them deal with these changes? What things do you need to consider as you assist them in this process?

 While you take advantage of this opportunity to network with your fellow CPAs, attorneys and financial planning colleagues, you can also learn more about how to better assist your clients going through divorce.

We will have a panel of speakers to discuss the legal, financial and psychological aspects of the process and the impact to your clients and their family members. The panelists will be (click for bio):

▪ Philip S. Moran, Certified Divorce Financial Analyst, Merrill Lynch
▪ Ken Jewell, Esq. of Jewell Law, PLLC, a matrimonial and Family law attorney
▪ Hilary Weiss Cooper, Ph.D., Clinical Psychologist

This is a great way to gain a new perspective on the aspects of divorce and how they affect your clients. Be more knowledgeable and better prepared to assist your clients. Learn who the key members of the divorce planning team are and how they can provide value to your clients.

Hear the war stories of the panel members and understand some of the situations you may encounter. Come with your own stories to share as well. This will be an interactive session with time for questions and answers and is sure to be a treasure trove of useful information to add to your arsenal of tools.

Find out more about some of the land mines involved in planning and implementing a divorce. For those of you assist your clients make planning decisions, this is a must attend event.

There is much practical knowledge to be learned by the attorneys, CPAs, and financial planners alike in the handling of issues of concern to your clients in this difficult process. Enhance your knowledge and understanding of this area and gather resources to help your clients get the best advice going forward.

Take the time to network with your peers and colleagues and learn from their experiences and best practices. Gain more resources in the group you can turn to when you need more help.

Date & Time: 

Wednesday, October 31, 2018,  7:30 a.m. to 9:30 a.m.

Location:
Doral Arrowwood
975 Anderson Hill Road
Purchase, New York

Price:
WCBA Members- $40

*Cancellation must be received one business day prior for refund

CLE:

1 Credit- Professional Practice


WE ENCOURAGE REGISTRATION ON-LINE BUT FOR YOUR CONVENIENCE WE HAVE ALSO INCLUDED INSTRUCTIONS TO REGISTER BY MAIL, FAX OR EMAIL BELOW.

 

 

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