The Financial Neutral Role – It’s not just about the numbers.
Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Join us for an interactive conversation with three experienced Collaborative professionals as we discuss the role and use of the financial neutral team member in the Collaborative Process.
When: Tuesday, September 14, 2021
Time: 8:00 AM - 9:30 AM PDT
• Identify the skills and value that Collaboratively trained financial neutrals bring to the table and how to communicate this to clients.
• Learn how financial neutrals work with clients and the professional team to support the financial decision-making process.
• Explore best practices for effective use and incorporation of the financial neutral in Collaborative cases.
Robert D. Bordett, CFP, CDFA is the founder of Collaborative Practice and Mediation Services, Inc. in Atlanta, GA and has helped many families navigate the financial elements of divorce in non-litigious processes. Bob is past IACP board member and is a frequent author and presenter on financial issues in divorce.
Cheryl Hepfer, J.D. has been a family lawyer in Bethesda, MD for more than 40 years. She is past president of both the American Academy of Matrimonial Lawyers and the International Academy of Family Lawyers. Her practice at Offit Kurman Attorneys At Law primarily involves family law disputes with significant assets and business interests.
Debbie May, CPA, CFP, CDFA is an Executive Vice President at Councilor, Buchanan & Mitchell, P.C. in Bethesda MD and a Director of the Divorce, Litigation, Wealth Management and Financial Planning Services group. She has 30 years of experience in divorce matters and has served as a financial neutral in more than 300 Collaborative cases.
The panel discussion will be facilitated by IACP board member, Cheryl Panther, CPA/PFS, ADFA/CFDA