July 30th, 202411:30 a.m. Central

July 30th, 2024 | 11:30 a.m. Central

Virtual

Register Now

Planning Through Divorce: 5 Considerations to Safeguard Your Future

Going through a divorce is an emotionally challenging life transition that can deeply impact your finances. Both spouses will have difficult choices to make that will shape each person’s financial future in different ways. Despite the unexpected financial complexities that divorce brings, focusing on five key areas can help set you up for success in the next stages of your life. In this session, Chief Planning Officer Jeffrey Levine and Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.

They'll cover:

  • Division of the marital home and affordability considerations
  • Tax implications of dividing assets
  • Health insurance coverage post-divorce
  • Impact of divorce on Social Security benefits
  • Rules to be aware of for taxable accounts in a divorce settlement

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Featured Speakers

  • Katie Marsden, CFP®, CDFA®

    Wealth Advisor

    Learn more about Katie

    As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. Seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA

    Chief Planning Officer

    Learn more about Jeffrey

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

Other Upcoming Events

  • July 16th, 2024 | 1:00 p.m. Central

    Virtual

    Connects Quarterly Webinar: Q3 2024

    Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.