Next Live Teleclass:
How the Financial Professional Fits Into the Mediation Process
Friday, Nov. 1, 2013
Teleclass with Carol
Ann Wilson and Joan McWilliams
Carol Ann will interview Joan McWilliams, attorney, mediator and author.
Joan has been a mediator for more than 20 years and will share her experiences
with financial professionals.
- How does the financial professional fit into the mediation process?
- How does the whole process work?
- How do the financial reports differ from working with one divorcing
client?
- How might the financial professional damage the mediation process?
- How can they help the mediation process?
- What is expected from the financial professional?
- How does our "language" differ?
- When is the mediation process not appropriate for us?
What if you cannot attend the teleclass?
For all teleclass registrants, a free digital recording (MP3 file)
of the teleclass will be available 7 to 10 days after the live teleclass.
We will send you an email with instructions on how to download the teleclass
recording when it is ready. The recording will allow you to review the
material whenever you want and in the convenience of your own home or
office. You will also be eligible for CE credits for listening to the
recording as well.
Earn CE credits easily!
CFP designees will be awarded 1 CE credit by the Certified
Financial Planner Board of Standards. To receive the CE credit, you
must email us your CFP ID# if you have not sent it to us before. (If
you have emailed it to us for previous teleclasses, we will have it on
file.) Either listen to the teleclass live or listen to the teleclass
recording at a later date. We will report your credit to the CFP Board
and send you a certificate of attendance. Please allow 1-2 weeks for the
CFP Board to process your credit.
Schedule
The teleclass is scheduled for Friday, Nov. 1, 2013
It will last approximately 50 minutes and will begin promptly at:
- 10am Pacific Time
- 11am Mountain Time
- 12 noon Central Time
- 1pm Eastern Time
Cost: $39.00
IMPORTANT!! After
you have registered, you should receive an email with instructions on
how to enter the call. If you do not receive this information within a
few hours of your successful registration, please call our office at 1-888-332-3342
as soon as possible so we can correct the problem.
Questions
If you have specific questions on this topic, please send them ahead
of time to carolann@carolannwilson.com.
That will help to create the best discussion possible.
Presented by the:
Financial Divorce Association
Carol Ann Wilson, President
906 Cranberry Court, Longmont, CO 80503
Phone: 303-774-1225
Email: carolann@carolannwilson.com
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