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Gary Zaugg, (Financial Professional)

Address:
   4705 Columbus St., Suite 302
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  gary.zaugg@raymondjames.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Gary Zaugg, (Financial Professional)

Address:

Phone:
Fax:
Website:


Thirty nine years in the financial services profession has provided me with exceptional experience and multi-discipline education in all areas of one's financial life. This includes working with divorced clients after the fact thereby gaining insight to see what should have been and could have been done had the client used a financial specialist early in the divorce process. Training includes working knowledge and continuing education in the areas of divorce, taxes, insurance, securities, business, estates, military, government and corporate benefits, to name a few.

Collaborative Practice Group Membership


Collaborative Divorce Solutions of Tidewater

Collaborative Services


I have worked with divorcing couples in a full team collaborative setting and I have worked with individuals in non-collaborative settings to help them get a better picture of their current and future potential financial situations. I have found that taking the guesswork and speculation out of the financial end of a divorce reduces stress and at some point provides more peace of mind about their future.

Education


Licenses


Securities Licenses
Series: 7,24,63,51
Life, Health, Long Term Care, Annuities, Life Insurance Consultant

Professional Activities


PRIOR:
Hampton Roads Estate Planning Council
Hampton Roads Gift Planning Council
National Association of Insurance and Financial Advisors (NAIFA)
Society of Financial Service Professionals (SFSP)
Financial Planning Association (FPA)
National Association of Estate Planners and Councils

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2006 Basic Interdisciplinary Training Ross, Hill, Carpel-Miller, Richardson 24
30-Hr Interest-Based Negotiation & Mediation Skills
2007 Mediation Training Rubin, Richards 22
2007 Mediation Training Rubin, Richards 8
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2011 Difficult Conversations Lonnie Broussard 1
2010 Value Defined Benefit Plans Mark Flaherty 1
2010 Taxation and Divorce I was instructor 1
2010 Divorce Taxation Margaret Little 1
2010 Case Analysis Lonnie Broussard 1
2009 Techniques used in Addressing Marital Affairs Taz Hubard 1
2009 Team Training Jan Hembree 1
2009 Reframing and Paraphrasing Judy Rubin 1
2009 Reframing Marie Donlan 1
2009 Presenting CP to the Public Lonnie Broussard 1
2009 Listening Skills & Role Differentation Jan Hembree 1
2009 Judges CP Video Presentation Jan Hembree 1
2009 Enrolling the Spouse and the are art of Zen Jan Hembree 1
2009 Collaborative Case Issue Brainstorming Jan Hembree 1
2009 Brainstorming Lonnie Broussard 1
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2017 VaCP debrief Viola Vaughan-Eden 1
2017 Supplemental Retirement Plans for Execs and Entrepreneurs SFSP 2
2017 How to market collaboration in initial consult with attorneys Dale Berrett /SuAnne Bryant 1
2017 Financial instruments 101 I was the instructor w/ Tami Aloisa 1
2016 financial budgets/collecting info Dale Berrett and Margaret Little 1
2016 Virginia Long Term Care Programs, Policies, Partnerships WebCE 4
2016 Trusts w/o Estate Tax SFSP 3
2016 Trustee Selection Minefield University of Miami School of Law 1
2016 Sources of Retirement Income The American College 21
2016 Scheduling order/ Timeline for Collaborative Sheera Herrell and Bes Maiden 1
2016 Retirement Income Process Strateigies and Solutions The American College 25
2016 Recognizing and Dealing with Personality Disorders in Collaborative cases Lynn Zoll and Linda Shin 1
2016 Post Mortem Income and Transfer Tax Planning University of Miami School of Law 1.5
2016 Money Personalities Lonnie Broussard 1
2016 Managing the Retirement Income Plan The American College 21
2016 Lifetime QTIPs University of Miami School of Law 1
2016 Getting Unstuck Marie Donlan 1
2016 Expanding Collaborative to Elder law Linda Shin 1
2016 Estate Planning for Same Sex and Unmarried Couples University of Miami School of Law 1.5
2016 Estate Planning for Retirement Benefits University of Miami School of Law 1
2016 Effective Estate Planning for Diminished Capacity University of Miami School of Law 1
2016 Collaborative Team Dysfunction Jody Alperin and Laura Bonini 1
2016 Business Income Tax Issues for the Estate Planner University of Miami School of Law 3.5
2016 Basic Estate Planning for Non-US Citizens University of Miami School of Law 3.5
2015 what can we do for you Marshall Yoder, Esq. 1
2015 Personality disorders Lynn 1
2015 How to Fast Track Cases with Low Income Parties SuAnne Bryant 1
2015 Financial Planning for Married Couples Transamerica Life co. 1
2015 Closely Held Business Transfer and Exit Strategies FPA Hampton Roads Chapter 1
2015 Case debrief Sheera Herrell, Mark Falherty , Larry Luck, Cathy 1
2015 Case debrief Dale Berrett, Page Kistlerl, Marie Donlan, Larry Ross, Viola Vaughan-Eden 1
2015 Breaking Down Barriers to Support CPTI training 6
2015 Adult Attachment Style Shera Herrell, Mark Falherty, Jody, Lonnie Broussard and Lynn 1
2014 Recap Concepts VACP/ Breaking Down Barriers of Settlement PT 1 Viola Vaughn-Eden, Lonnie Broussard 1
2013 College Savings in Divorce Margaret Little, Mark Falherty, Gary Zaugg 1
2013 Collaborative Container II Lonnie Broussard, Viola Vaughn-Eden 1
2013 Case Debrief Lonnie Broussard, SuAnne Bryant, Howard Miller 1
2012 How to Talk About the Collaborative Divorce Process to Anyone Lonnie Broussard 1
2012 Divorce Law for Non-Lawyers Shera Herrell, Page Kistler 1
2012 Debrief of IACP International Forum Margaret Little, Lonnie Broussard 1
2012 Collaborative Conversation on Support Model between Fear and Fairness Lonnie Broussard, Margaret Little 1
2012 Challenges in Collaborative Practice Viola Vaughn-Eden, Marie Dolan 1
2012 Case De-brief Page Kistler, Mark Flaherty, Sally Baker 1
2012 Can We Speak the Same Language Viola Vaughn-Eden 1
2011 Civil Collaboration Chris Floyd 1
2010 Federal SBP and Divorce Mark Flaherty 1
2009 Business Valuations Gary Baum 1
2008 Retirement and Pension Issues BNI Marcus Foote 1.5
2008 Certified Divorce Financial Analysts course Institute for Divorce Financial Analysts 45
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