Strategies for Financial Planners Offered by Speakers Kulat and Torre at the Association of Divorce Financial Planners 11th Annual Conference

Share Article

Strategies that financial planners can employ to help their clients navigate divorce are the focus of two presentations at the Association of Divorce Financial Planners 11th Annual Conference, September 19-21 in Chicago, Illinois.

With the right tools, financial planners can help their clients make good, cost-effective financial decisions post-judgment.

Strategies that financial planners can employ to help their clients navigate divorce are the focus of two presentations at the Association of Divorce Financial Planners 11th Annual Conference, September 19-21 in Chicago, Illinois. Theresa Kulat, founder and lead attorney at Trinity Family Law, will discuss “Post-Decree Issues-Is the Divorce Finished or Not?” on Friday, September 20. On Saturday, Lynn Torre, owner of Financial Transitions, will give attendees a presentation on “The Reality of Money.”

In her presentation, Kulat offers approaches for dealing with issues that come up after the divorce is final. “Economic changes, such as employment status, often drive the need to re-examine earlier agreements on child support, health insurance and alimony among others,” says Kulat. “With the right tools, financial planners can help their clients make good, cost-effective financial decisions post-judgment.”

Kulat and her firm, Trinity Family Law, specialize in collaborative divorce, a non-adversarial approach to settling disputes. She is on the board of the Collaborative Law Institute of Illinois and trains other professionals through Trainers for the Advancement of Collaborative Practice. Kulat is a gradute of John Carroll University and earned her law degree at the University of Illinois in Champaign.

Lynn Torre is a nationally recognized speaker, author and the owner of Financial Transitions, a fee-only investment and financial planning firm. Her goal is to educate people about money. In her September 21st presentation she discusses the ways in which non-finance people think and react to money. “People know that money is important in their lives, yet very few receive any education about money,” she says. “As divorce financial planners, we need to understand a person’s money mindset and how that mindset influences thoughts, beliefs and behaviors during the divorce process.” Torre holds a B.S. consumer education and is a Certified Financial Planner™.

Although not a speaker at this year’s conference, ADFP will welcome and congratulates ADFP member Stacy Francis on receiving the 2013 Pro Bono Award presented by Financial Planning and the Foundation for Financial Planning. The award recognizes planners who provide exceptional free planning for those who cannot afford it. Francis founded the non-profit firm, Savvy Ladies, to educate women and help them take charge of their finances.

The 11th Annual ADFP Conference is being held September 19-21 at the Chicago Hilton/Magnificent Mile Suites. The three-day agenda offers comprehensive divorce financial planning education and the opportunity to network with leading divorce financial planning professionals. Continuing education (CE) credits are available for financial planners, accountants and CDFAs. Both ADFP members and non-members are welcome. For a complete agenda and online registration, visit the ADFP website, http://www.divorceandfinance.org or call 888-838-7773.

About the Association of Divorce Financial Planners
The ADFP is an interdisciplinary association of professionals who research and analyze personal and business financial issues, as well as tax implications, related to divorce. The association develops outreach programs, and training and continuing education opportunities for financial practitioners, allied divorce professionals and the general public. The organization plays a key role in policy making regarding divorce financial issues. The ADFP holds its members to high standards in professional and ethical protocols in the U.S., Canada and other countries. Comprehensive information on the ADFP can be found at http://www.divorceandfinance.org.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website