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September 25, 2017
11:00AM - 2:00PM ET


October 02, 2017
2:00PM - 5:00PM ET



Course Description

Divorce can be messy. As a financial professional, you need to know how to assist your clients by protecting them financially--before, during, and after the end of a 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

Dec 4, 2015

Compliance Information

IRS Provider #: 0MYXB IRS Course ID: 0MYXB-T-00922-16-O IRS Federal Tax Update Credits: 3
CTEC Provider #: 2071 CTEC Course ID: 2071-CE-0899 CTEC Federal Tax Update Credits: 3 Qualifies for CA Fraud: No

Learning Objectives

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

  • Apply strategies to minimize the negative financial effects of divorce.
  • Determine the financial aspects of alimony and child support.
  • Describe the tax effects of divorce.
  • Relate the retirement issues that are included in divorce.
  • Incorporate valuation issues in divorce.
  • Incorporate sound investment strategies relating to divorce.

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