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Course Description

A poor settlement can hurt your client emotionally, financially, and tax-wise, perhaps for a very long time! As a financial professional, you need to know how to assist your clients by helping them to gain the best situation from a no-win situation. You need to know ways to broach the subject with these clients to help assist them before, during, and after the end of the marriage. In this course, Jeffrey Rattiner will teach you how to navigate the emotionally-charged and financially-complex issues that surround divorce. You'll come away with an understanding of the strategies to employ during the divorce and knowledge of what your ultimate goals should be. Special attention is given to financial, tax, retirement, valuation, and investment strategies that help minimize the damage in the unfortunate occurrence of a client getting divorced.


Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Course Specifics

Jan 17, 2020

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01477-20-O
IRS Federal Tax Law Credits: 5
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1372
CTEC Federal Tax Law Credits: 5
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the big picture of divorce and how to determine what makes the most sense to protect
  • Evaluate, analyze, and diagnose potential financial and tax problems resulting from divorce strategies
  • Determine the financial aspects of alimony and child support and determine possible alternative strategies
  • Describe the tax effects of divorce, both now and in the future
  • Evaluate and suggest possible strategies relating to divorce retirement issues
  • Incorporate closely-held business, stock, and other valuation issues in divorce
  • Incorporate sound investment and cash flow strategies relating to divorce
  • Re-evaluate the financial plan post-divorce

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