Navigating Divorce Financial Planning Pitfalls

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Specialized Knowledge
Concurrent Session
9/6/2025
8:45 AM - 9:30 AM
Franklin

Divorce presents complex challenges not only for clients but also for their advisors, who must navigate unique financial and emotional intricacies. This session will explore common pitfalls fee-only advisors encounter in divorce-related financial planning and equip them with strategies to guide their clients effectively through these critical decisions. As a Certified Divorce Financial Analyst (CDFA) and Certified Financial Planner (CFP), I’ll draw on practical experiences from Allegiant Divorce Solutions to provide insights into addressing clients' needs, managing asset division, and understanding tax implications, alimony, and more. Advisors will leave with actionable tools to safeguard clients’ financial futures while streamlining their advisory processes.

3 Learning Objectives:

1. Identify Key Financial Pitfalls in Divorce: Understand common missteps in asset division, tax implications, and income considerations that can complicate divorce financial planning for clients.

2. Equip Advisors to Manage Divorce-Specific Challenges: Learn strategies to help clients navigate financial complexities unique to divorce, such as the impact of Qualified Domestic Relations Orders (QDROs), spousal support, and property division.

3. Enhance Communication with Divorcing Clients: Develop skills for empathetic communication that helps clients remain informed and empowered during emotional financial decisions.