The divorce is settled but your client is not “settled” yet. Our clients are exposed to unseen risks and opportunities that a post-divorce world presents. When a CDFA is brought in at the end of a case or post-divorce, there are still many steps we can take to improve and protect our clients’ financial lives - even if there is not much time left to do so.
In Ms. Friedman’s presentation, she will discuss how we can keep clients motivated to move forward with their financial life while avoiding many common post-divorce missteps. Through stories from her ten years practicing as a CFP®/CDFA®, Ms. Friedman will discuss ideas for late-stage divorce analysis and post-divorce work considering the most common areas of financial planning and divorce financial analysis. Areas include attorney and client resistance to change, divorce fatigue, traditional financial planning topics and premarital agreements. Attendees will leave with an understanding of:
• Focus on the “Future Self”: Changing Mindsets during divorce and after
• Having the “Investment Talk” : Financial Education during and post-divorce
• Establishing practices for tax preparation and estimated payments
• Discussing insurance and estate planning during and post-divorce
• Planting the seeds for planning a second (or third) marriage
About the Speaker
Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has nearly 30 years of financial planning and investment experience. Prior to joining Robertson Stephens, Pam was a co-founder of Silicon Hills Wealth Management and founder of Divorce Planning of Austin. She previously worked in both New York and London at CIBC and UBS, respectively, raising capital for both public and private companies. More recently, Pam spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.