How Pearl Planning Can Help Your Divorcing Client Fill Out the Financial Disclosure Form

How Pearl Planning Can Help Your Divorcing Client Fill Out the Financial Disclosure Form

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Publish Date:
4 October, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

At Pearl Planning, we applaud Michigan for (finally) requiring divorcing clients to complete a financial disclosure form. However, despite the added transparency this provides and the easier it makes our job, we realize this creates an extra layer of stress for family law attorneys.

In this informative webinar replay, Jacki Roessler, Certified Divorce Financial Analyst®, Melissa Fradenburg, CDFA®, and Melissa Joy, CFP®, CDFA®, Founder of Pearl Planning, show you (over zoom screen share) how we partner with attorneys to take this off their plate.

Learn More: https://pearlplan.com

See Disclosures Here: www.pearlplan.com/disclosures


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