Gary Zaugg, (Financial Professional)
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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 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.
Licenses
Securities Licenses
Series: 7,24,63,51
Life, Health, Long Term Care, Annuities, Life Insurance Consultant ,CFP® ,ChFC
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 |