Sep 17 2019 5:05PM

Annuities & Divorce: A Costly Combination

Divorce can be a very difficult process for all parties involved. Setting aside the emotional impact, it can also be very destructive to the financial well-being of both parties. And, if your client counts an annuity or two among his or her investable assets, that client’s net worth may be reduced even more than expected.

Most divorce attorneys just assume an annuity should be split evenly between both spouses, like most other assets. Unfortunately, when the divorce decree is issued by the court to do just that, irreversible damage has usually been done.

In the workshop, we will explore potential strategies for dealing with the costly combination of annuities and divorce.

Sep 17 2019 6:05PM

Collaborative Divorce and the Financial Planning Professional

Americans have been barraged for years about the failing institution of marriage and the soaring divorce rates. Everyone knows someone who's gotten a divorce. The likelihood of advisors encountering a client or prospect who is considering a divorce, in the process of, or previously divorced is high.

The goal of this presentation is to show advisors how to play a more active role in the collaborative divorce process with their clients and prospects to the benefit of clients.

Learning Objective(s)
1) Educate about Collaborative Divorce and the process; 2) Educate Financial Planning Professionals regarding roles traditionally played in divorce, and the roles and value-added in a Collaborative Divorce; 4) Discuss financial planning opportunities in
Collaborative Divorce.

Attorney Adam B. Cordover is a leader in the Tampa Bay and international collaborative law community. He is a Board Member of the International Academy of Collaborative Professionals, serves as Chair of the Ethics and Standards Committee and Website Content Committee, and served as a past Co-Chair of the Research Committee. He served as President of Next Generation Divorce (growing it to become one of the nation's largest collaborative practice groups), Research Co-Chair of the Florida Academy of Collaborative Professionals, and he speaks at professional, civic, and religious organizations regarding the collaborative family law process. Adam is also one of 23 graduates of the IACP Leadership Academy.