Licciardello Financial Services
  • Email
  • Facebook
  • Linkedin
  • Twitter
Call us at: 978-686-4100
  • Blog
  • The Financial Planning Process
    • Education Planning
    • Estate Planning
    • Retirement Planning
    • Wealth Management
  • Employee Benefits
    • Employee Benefits Resources
    • Census Form
  • Resources
  • On a Personal Note
  • About Us
    • Our Staff
    • Find Us
    • Contact

Financial Planning for Divorce

Posted on November 24, 2010 by Tom Licciardello, CFP in Financial Planning for Divorce, Investment Management, Retirement Planning, Wealth Management - No Comments

The Financial Planning Association of Massachusetts regularly host educational meetings for Certified Financial Planners.  Recently, I attended a session that discussed the issues surrounding financial planning in divorce.  Presented by Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC, the information was valuable, enlightening, and a bit depressing.  I hope you never need the advice, but I am attaching the full presentation for your review.  This, of course, is not a substitute for proper legal representation, but it certainly provides valuable guidelines to consider.  Just as a warning, Mr Rattiner uses humor in his materials that you might find a bit insensitive…it was his attempt to lighten a very sad topic.

FPA MA Divorce Presentation November 19 2010

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Licciardello Financial Services/Compass Capital Corporation
The Willows Professional Office Park
863 Turnpike Street • Suite 122/124
North Andover, MA 01845

© 2013 Licciardello Financial Services