Discover the Four Financial Pitfalls Your Clients Need to Know

Discover the Four Financial Pitfalls Your Clients Need to Know
Presented by: Jennifer Jank, CDFA, CFP

RAP Foundation
41550 Eclectic St., Room 103
Palm Desert, CA 92260

1 CEU Available
12:00 to 1:00, Friday, April 19th
Cost: $10 Licensed Members/Guests, Free to Pre-Licensed
*Bring your own lunch, beverages provided*

Divorce is an emotional process. However, when it comes to divorce and finances, thinking about decisions objectively is the best way to make good choices. There are common financial mistakes that people make during divorce that often cause pain, both emotional and financial. As therapeutic professionals serving this population you will be able to see when your clients might be in danger of the financial pitfalls.

Objectives:
1. Participants will understand potential financial pitfalls of divorce and their implications.
2. Participants will learn about how to help clients overcome the pitfalls
3. Participants will learn why it is urgent that you and your clients are aware of the financial pitfalls.

Goals:
1. To help clients overcome financial overwhelm and make good decisions.
2. To support clients in understanding a realistic vision of child and spousal support.
3. To understand the basic financial issues your clients need to think about (that they might not be already).

Speaker Bio:

Jennifer “JJ” Jank focuses on women and their financial needs, and her goal is to
empower women through financial education, including divorce financial analysis. She is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst® professional, and has mediation training as well.
She has been in financial services since 1998 and is a speaker on various financial topics, such as “Silver Divorce” and financial planning, as well as the author of "From Zero to $avvy: A Quick Guide to Investing.”
JJ lives in the Coachella Valley of California with her rescue cats, Veronica and Tyler. She enjoys the theatre scene and hiking.

This course meets the qualifications for one (1) hour of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs as required by the California Board of Behavioral Sciences.  Completion certificates will be awarded for full attendance of the event. Course evaluations are required to obtain the completion certificate.

The Desert Chapter of CAMFT is approved by the California Association of Marriage Family Therapists (Provider #62275) to sponsor continuing education for LMFTs, LCSWs, LPCCs, and LEPs.  The Desert Chapter of CAMFT maintains responsibility for the course and its content.  [This venue is ADA acceptable. 

If you have any special needs, please call 760-346-4606  at least 7 days prior to the event.] The Desert Chapter’s Refund, Grievance and ADA Policies are described under Events on the Chapter website at www.desert-camft.org.