This workshop is focused on approaches in assisting the clients through financial uncertainty and impasse towards decision making and resolution. We will present concepts and techniques regarding division of assets, process costs, risk aversion, volatility, disruption and change in finances, and tools to help evaluate options and understand possible solutions.
Forum Session Type:
Session Date/Time:
Saturday, October 29, 2022 - 09:00 to 10:30
| Attachment | Size |
|---|---|
 Maximizing the Magic of the Financial Neutral on the Collaborative Team FINAL.pdf | 3.17 MB |
| Handouts.pdf | 216.85 KB |