26 minutes | Jun 18, 2020

Wealth Management And Divorce

Divorce is a tedious process and requires both parties to reach a vital agreement. In another insightful episode, Sandra Napoli-D’Arco is joined by Beermann Divorce and Family Law Partner Beth McCormack and Wealth Manager and Leader of the National Divorce Group at Balasa Dinverno Foltz LLC Heather Locus to talk about wealth management and divorce – all the complexities families or couples go through during divorce. Beth and Heather speak about how, when, and whether you need to bring in a professional to guide you through the process. Getting both parties organized by streamlining their finances and giving them the right fit lawyers make the process less stressful. Learn more from Beth and Heather as they educate us further on the difference between a therapist and a coach, and so much more. — No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices.  Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results.  Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data.  BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services.  BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Beermann LLP community today:Beermann LLP FacebookBeermann LLP TwitterBeermann LLP LinkedInBeermann LLP YouTube
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