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.
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