Description
Divorce is a complex process that impacts clients financially, emotionally, and practically. This panel discussion brings together a diverse group of professionals to explore how collaboration across disciplines can simplify the process and lead to better outcomes for clients.
Featuring lending professionals, reverse mortgage experts, certified QDRO specialists, and others, the panel will discuss their unique roles in guiding clients through the financial and emotional intricacies of divorce.
Discussion Topics Include:Lending Professionals: Navigating mortgage options for divorcing clients, including refinancing, home retention, or sale.
Reverse Mortgage Professionals: How reverse mortgages can provide financial flexibility for older clients during divorce.
Certified QDRO Specialists: The critical importance of dividing retirement assets properly and avoiding costly mistakes.
Learning Objectives
Key Takeaways:
Gain insights into specialized financial tools and strategies tailored for divorcing clients.
Understand the unique contributions each professional brings to a collaborative divorce team.
Learn actionable strategies to improve communication and coordination across disciplines.
Discover how to better serve clients by addressing both their financial and emotional needs.
This session offers valuable perspectives for divorce professionals looking to enhance their collaborative practices and deliver comprehensive support for their clients.