Choosing the Best Process for Separating Families

One of the worst messages you can get from a client is when you hear they are getting a divorce. You know the next contact will most likely be after the divorce dust settles, and you watch the financial plan you created be ripped apart, never to hear from either half of that couple again. It doesn't have to be that way! This presentation introduces a new role for you as your client goes through their process of separating. Linda and Gail demonstrate that there are more options when getting a divorce, other than going to court. Their advice and processes will save your client so much pain... familial, social, emotional, and financial! You can be the person that saves your clients financial future.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 59m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Choosing the Best Process for Separating Families
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Linda Cartier

Linda Cartier is president of two companies, Financial Decisions Inc., a financial planning firm in Northern Ontario, and the Academy of Financial Divorce Specialists, an organization training accredited financial professionals across Canada for the Chartered Financial Divorce Specialist (CFDS®) designation. Linda is passionate about helping people through the complexity of finances to create tailored plans for reaching their goals and to achieve the best outcomes regardless of their situation. As a collaboratively trained CFDS, Linda works as the neutral financial professional assisting client on understanding the financial piece as they go through separation, divorce or prepare for a cohabitation or marriage agreement.

About the Presenter: Gail Belchior

Gail operates Money Matters Services & Solutions Inc., responsible for assisting clients with Financial Divorce Solutions, and individuals or couples with Financial Relationship Solutions with the mission to help clients preserve their wealth and wellbeing. After many years in the Education field, Gail shifted her focus to Money Management working as an Associate Advisor with various industry leading firms including ScotiaMcLeod. In late 2011 Gail was granted the designation as a Chartered Financial Divorce Specialist (CFDS) and began her private practice to serve Ontario families in transition. Over the next few years Gail added Family Mediation, Collaborative Settlement Team Practice and Money Coaching designations and recently the CFDS-Advanced Accreditation designation.