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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.
Horsesmouth Essential: After the divorce is settled, it’s time for clients to pick up the pieces and begin the process of establishing their own budgets and financial accounts. Here are some pointers on where to start.
Are your clients prepared for the complex financial adjustments imposed by divorce? Here's a rundown of the issues you'll need to tackle when couples call it quits.
Marital breakups can sever your relationship with the couple altogether, or they can create a new opportunity to serve them.
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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