Join us as expert Michael Kothakota discusses how financial planners can position themselves to support clients facing divorce. He'll cover strategies to navigate the ethical and emotional aspects of divorce planning, ensuring that planners are well-equipped to provide the best possible guidance during such a challenging time. Advisors will learn:
- The main considerations around custody, support, and asset division that advisors need to understand
- What to consider when determining if it’s ethical to work with a client couple facing divorce
- Which steps to take when a client couple states they are getting divorced
- What additional resources are available that can support you and your clients during divorce
