What Nancy speaks on
Each talk is one hour and is tuned to the audience in the room. Pick a topic or tell Nancy who is attending and she will shape the hour around them.
TalkWhat the audience gets
Grey Divorce: Protect Your Retirement When the Marriage Ends After 50
Best for: adults 50+, advisors, attorneys
Divorcing late means less time to recover from a bad settlement. This talk shows what is really on the table and what it is worth after taxes.
- Which retirement assets get divided, and how each one is valued
- The decisions to make before anyone files
- How to rebuild a plan that runs on one income
Divorce Is NOT for Dummies: How to Cover Your Assets
Best for: community groups, women's organizations, general audiences
Built on Nancy's book. A practical walk through the financial side of divorce for people who have never had to think about it.
- What to gather before the first meeting with a lawyer
- The financial questions to ask early, while they are cheap to answer
- The mistakes that cost people the most, and how to avoid them
Supporting Women Through Divorce
Best for: financial advisors, planners, wealth management teams
A session for professionals whose clients are going through a divorce and expect them to know what to say and do.
- What clients are facing financially and emotionally
- How to be useful without overstepping your role
- Where a divorce specialist fits on the client's team
When Clients Divorce: Helping or Hurting? The Role of the CFP
Best for: CFP professionals, financial planners, advisory firms
A client's divorce puts their planner in a spot where good intentions can still do damage. This session looks at where the planner helps and where the planner hurts.
- What a divorcing client needs from their planner, and what they do not
- Well-meant moves that backfire on the client or on the planner
- How to work alongside attorneys and divorce specialists
Grey Divorce and the Estate Plan
Best for: estate planning attorneys, CPAs, trust officers
The estate plan is usually the last thing anyone looks at during a divorce, and it should be one of the first.
- What happens to trusts and beneficiary designations while a divorce is pending
- Why transfers and gifts made before filing can come back to haunt a client
- When the plan needs a second look as the case moves along
Build a Divorce Financial Practice
Best for: CDFA professionals, advisors adding divorce services, conferences
Nancy trains CDFA professionals every day. This is the business side: how to turn the credential into clients.
- How to find and serve divorce clients
- How to package and price the work
- How to earn referrals from attorneys and other professionals
Your audience, your topic
Custom
Planning a conference, retreat, or lunch-and-learn that does not fit above? Send the audience and the goal, and Nancy will propose a title and outline.