Financial-Focused FCST

  • 06/23/2017
  • 1:00 PM - 4:15 PM
  • 161 N. Clark St., Chicago 60601

Registration

  • CLII Member Registration
  • Non-member Registration

Financial-Focused Fellows Collaborative Skills Training

This program will explain and demonstrate the importance of the financial neutral’s role in the Collaborative divorce process. Professionals will learn the importance of financial reports, how the other team members can assist in helping the client understand and utilize the reports, the best time to present financial information to clients, and strategies for dealing with issues that may arise when discussing money and finances with the client. Even if you're not a financial professional, you'll still benefit from participating as the program also covers team work and how all the professions help and support one another.

Faculty

Alona Anspach, CFP, CDFA

Brigitte Bell, JD

Sandra Crawford, JD

Bill Keffer, CFP, CDFA, CLU, ChFC, MBA

Nancy Liebman, CLU, CDFA

Sarah Puccia, PsyD

Katherine Puffer, CPA/ABV, CPCU, CDFA,MBA

1:00 p.m. - 4:15 p.m.

161 N. Clark St., Chicago 60601 (floor/conference room to be determined).

If you're mailing a check to pay for your registration, please send to: CLII, PO Box 350050, Elmwood Park, IL 60707.

Course Materials: Will be distributed at the beginning of the program.

Attorney MCLE Credits: Application has been submitted to Illinois MCLE Board and is pending approval of 3 hours general and 3 hours professionalism credits.

Mental Health CEU Credits: Application has been submitted to co-sponsor, Margaret S. Powers and Associates, and is pending approval for all Licensed Mental Health Providers.

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