• Session 2 – Financial

Financial Review of Investments and Accounts

This session examines how assets, debts, and income are evaluated and divided in divorce. Participants will review common financial structures, tax implications, and the steps necessary to establish post-divorce financial stability.

Part 1: Identifying Marital Assets

  • Bank accounts
  • Retirement accounts (401k, IRA)
  • Brokerage accounts
  • Pensions
  • Real estate
  • Business interests
  • Stock options / RSUs
  • Cryptocurrency
  • Life insurance cash value

Part 2: Understanding Division

  • Community property vs. equitable distribution
  • Tax implications
  • QDROs (Qualified Domestic Relations Orders)
  • Capital gains consequences
  • Hidden costs of keeping the house

Part 3: Debt Analysis

  • Credit cards
  • HELOCs
  • Personal loans
  • Business debt

Part 4: Post-Divorce Financial Planning

  • Budget recalibration
  • Emergency fund rebuilding
  • Insurance updates
  • Beneficiary changes
  • Credit rebuilding

Interactive Exercise:

Key Message:

Divorce is a financial restructuring, not just a legal process.

  • Coming Up!

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Session 2 – Financial

  • About

Speaker: Financial Advisor

Length of Time: 90 minutes

Objective:
Ensure attendees understand what they own, what they owe, and what they don’t yet know.

Interactive Component:
Net Worth Snapshot worksheet and “What would your life cost monthly if separated tomorrow?” worksheet.

  • Event Details

Time: 10:00 AM – 4:30 PM

  • Includes structured breaks and expert Q&A
  • Resource packet included
  • Space is limited to maintain an interactive format.

Take the First Smart Step

  • Logistics
  • 1

    Speaker List is in Process

  • 2

    Starting in 2026

  • 3

    Locations will be listed here