Divorce: Lawyers and Planners Collaborate To Un-Marry Money

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The Family Law section of the McHenry County, Illinois Bar Association will host on October 28th Amy Barrett, MBA, CFA, CFP®, CDFA™ and Deb Aurand, MBA, CPA, CDFA™ to address the topic “Improve the Case Settlement Process with a Financial Expert.”

“While older, more experienced family law attorneys are familiar with the financial aspects of divorce, younger attorneys need education on the financial planning process."

The Family Law section of the McHenry County, Illinois Bar Association will host on October 28th Amy Barrett, MBA, CFA, CFP®, CDFA™ and Deb Aurand, MBA, CPA, CDFA™ to address the topic “Improve the Case Settlement Process with a Financial Expert.” Attorneys will enjoy lunch at the Shaw Center for Corporate Training located in McHenry, Illinois. They will learn how financial planners can join the attorney-client team and provide financial education, analysis, and help clients receive equitable settlements.

“While older, more experienced family law attorneys are familiar with the financial aspects of divorce, younger attorneys need education on the financial planning process. Even experienced attorneys can benefit from attending the session, as the investment, tax, insurance, and estate planning fields are constantly changing,” states Amy Barrett, Principal at Voyager Capital Management, LLC. While Ms. Barrett will address the intersection of divorce and financial planning, Ms. Aurand will speak on the tax impact of divorce decisions. With her strong tax preparation background, Ms. Aurand has been able to help divorcing clients reduce their tax liability and find workable solutions.

Deb Aurand's professional experience encompasses complex finance, auditing, and taxation engagements. Ms. Aurand currently owns her own business where she engages in the practice of divorce financial planning, income tax planning and preparation, and accounting consulting. She also serves as an associate in a certified business valuation practice. Voyager Capital Management, LLC is a Registered Investment Advisor that specializes in investment management, financial planning, and personalized financial consulting. The wealth management firm has offices in Rockford, Illinois and Lake Geneva and Brookfield, Wisconsin. Voyager’s financial advisory team members and Principals Bob Anderson, CFP® and Amy Barrett offer unique, customized solutions to help clients identify their personal goals and create paths for success.

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Amy Barrett
Voyager Capital Management, LLC
(815) 229-9001
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