Up Your Financial Game Plan: Tactics & Strategies to Deepen Your Financial Knowledge in the Divorce Arena

Title: Up Your Financial Game Plan: Tactics & Strategies to Deepen Your Financial Knowledge in the Divorce Arena
Date: Thursday, June 22, 2023
Time: 8:30 AM – 4:30 PM + Happy Hour
Location: 3300 Edinborough Way, Edina, MN 55435 | 1st Floor Training Room
This training is limited to 30 attendees. Registration required by 6/14/23.
Registration Fees:
CLI Members $200
Non CLI Members: $250
Continuing Education: Pending 6.5 standard Minnesota CLE credits
Food & Beverages: Morning refreshments, lunch, afternoon snacks and Happy Hour
Presenters:
Amy Wolff, CFP®, CDFA®
Jennifer Loeffler, CPA/ABV, ASA
Chad Olson, CFP®, CDFA®
Barb Seibel JD, CDFA®
Brett Jensen* CDFA®
Käri McGuire* CDFA®
Learning Objectives:

• Be the Umpire – Navigate financial topics with confidence
• Balance the X’s & O’s – Everything you ever wanted to know about a Balance Sheet but were afraid to ask
• Budgeting & family support strategies
• Non-marital considerations
• Business valuation overview
• Retirement draw rate consideration

Who Should Attend: CLI Members, Greater Family Law Community
Educational Level: Advanced
Training Committee Chairs:
Louise Livesay-Al |louise@livesaylawoffice.com
Rebecca Randen | rebecca@rcglawoffice.com
For questions on registration contact: Sandy Beeson: cli@collaborativlaw.org