When it comes to divorce, most of us know we need a good lawyer. Many of us also appreciate the value of a good therapist. But what about a finance professional who specializes in divorce? These professionals, who often carry CDFA after their name (for Certified Divorce Financial Analyst) are relatively new on the divorce scene.
• What does a CDFA actually do?
• What’s the difference between a regular financial planner and one with a CDFA?
• CDFAs can be financial planners, wealth managers, accountants or even lawyers. How do you choose?

• Do I need to have a high net worth and complex assets to require the help of a CDFA?
• How much does it cost to hire a CDFA?

Maggie Patrick, a top portfolio manager with Merrill Lynch, and a divorced mother of three will share 5 big ways a divorce financial expert can make a difference in your divorce outcome. She will explain what they do, how they get paid, how to determine if you need one and how to find the right one for your needs and budget.

Tuesday, May 3rd


12 PM EST / 9 AM PST

via zoom

$20 for nonmembers
FREE for digital and full access members (use your coupon code at checkout).

Margaret Patrick, CDFA, CFP,  joined Merrill Lynch in 2015, where she has been among the top 50 advisors for the last two years. An advocate for women’s financial education, she is  particularly passionate about helping divorcing women understand their options and make the best decisions for their future.