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Uncertainty about the stability of income streams after a divorce can be nerve-wracking for clientsespecially older ones. Help them understand all the sources on the table and their best bets.
Horsesmouth Essential: Divorce is never easy. Help divorcing clients sort through the issues and gather the paperwork they need to move through this life transition as smoothly as possible. They’ll remember your support down the line.
Divorce is a painful emotional process, but it can also lead to huge financial losses for your clients if cautious steps aren't taken.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025