The Financial Neutral's Value

Date and time: 
April 7, 2022 - 10:00pm to April 8, 2022 - 9:45pm
Event type: 
Educational Opportunity

This interactive program focuses on the role of the financial neutral in the Collaborative divorce process. Topics covered include:

  • Attorney Views on the Financial Neutral 
  • How to convince the other attorney they need a financial neutal, and convincing your client to engage a financial neutral
  • Financial Neutral Activities (data collection, income support calculations, marital balance sheet, turning words into numbers)
  • Retirement Asset Considerations 
  • QDRO
  • Pension Valuations 
  • Other Specialty Roles (Business Valuation, other Asset Valuation, Executive Compensation, Forensics , Complex Tax Issues )
Location: 

Zoom Presentation (12:00 p.m. - 3:15 p.m. Central Standard Time)

Trainers: 

Kim Grady, CDFA;  Eva Kogut, JD; Jeff Kostis, CDFA; Theresa Beran Kulat, JD; Brandi Ruffalo, CDFA; and Anne Schmidt, JD 

Contact email: 
admin@collaborativedivorceillinois.org
Presenter: 
Collaborative Divorce Illinois
Price info: 

$200 nonmembers; $150 members