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Paul Legrand, (Financial Professional)

Address:
   1382 Queenscroft
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  Plegrand@dfpva.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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Paul Legrand, (Financial Professional)

Address:

Phone:
Fax:
Website:


Divorce is a huge decision, one that doesn't happen overnight, or even over several weeks or months. Quite often this decision is reached after years of debate, and sometimes that debate goes on without one's spouse ever being aware that there is even a problem. But once a spouse finally decides to divorce, it's unlikely he or she will be willing to change that decision. Collaborative divorce is an approach that attempts to smooth the divorce process for both spouses and, most importantly, their children - regardless of age.

Collaborative Practice Group Membership


Collaborative Professionals of Richmond

Collaborative Services


My goal as a financial neutral is to minimize the cost of divorce as much as possible. I do this by helping both parties understand their finances both pre- and post-divorce. I also help each couple create a financial settlement that both parties can accept now as well as into the foreseeable future.

Education


Licenses


CFP ,CFP®

Professional Activities


CURRENT:
Financial Neutral

PRIOR:
30+ Year Career on Wall Street in the Treasury Bond Market

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2014 Collaborative Divorce Three-Day Team Training CPTI- Kimberly P. Fauss 20
30-Hr Interest-Based Negotiation & Mediation Skills
2014 30-Hour Interest-Based Negotiation and Mediation Skills Training Lonnie Broussard, Marshall Yoder, Sandy Cassel, Cheryl Smith 30
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2014 Understanding Attachment Styles and its Application in Collaborative Divorce Cases Yuval Berger MSW, RSW and Lisa Alexander, B.A. LL.B 7
2014 Collaborating Outside the Brain Shannon Sneary 1
2014 Aptitudes and Attitudes - Advanced Collaborative Practice Workshop Kimberly Fauss, Brenda Roberts, Gigi Robson 7
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2021 Stigmas: Gaining More Awareness of What We Might Not Know CPR: Annette Graham, Barbara Picard and Lynne Einhaus 1
2021 Maximizing the Role of a Financial Neutral in Unprecedented Times (14th VaCP) Jane Rowny, CPA, CFP®, CDFA®, Jamie Blum, CPA, CDFA®, & Jordan Egert, CPA, CFE, CDFA® 2
2021 Home will Never Be the Same Again: How Their Parents' DIvorce Effects Adult Children of Gray Divorce IACP: Carol R. Hughes, Ph.D. and Bruce R. Fredenburg 1
2021 Helping Divorcing Families Manage the Collaborative Process with Special Needs Children CPR: Kristen Carlton of Eli’s Village 1
2021 Changes, Practical Applications and Issues now that the UCLA Statute has been Enacted (14th VaCP) Teresa Cole, JD, Karen Keyes, JD & Cheryl Smith, JD 1.25
2021 A Deeper Dive into the Role of the Child Specialist (14th VaCP) Natalie Goldberg, LCSW & Lisa Herrick, PhD 2.75
2020 Things to Consider in Handling Multi-Nationals Family Law Cases and Cases with International Aspects CPR: Melissa Kucinski 1
2020 The Psychological and Ethical Dimensions of Collaborative Practice David A. Hoffman, Collaborative Attorney & Mediator 6
2020 Managing Healthcare Expenses in Retirement CPR: Tyler Dove, NorthBank Partners 1
2020 Collaborative Success Stories CPR: Sandy Cassel 1
2020 COVID 19's Impact on Collaborative Divorce I was presenter 1
2019 What's IACP Got To Do With It? Chris Farish, JD .5
2019 Masterclass: Everything You Always Wanted to Know about Standards & Ethics (but were afraid to ask) IACP Webinar 1
2019 Collaborative Boot Camp: An Experiential Day of Refining Skills and Deepening Team Cohesion (12th 11-11-19) Barbara Burr, JD & Lisa Herrick, PhD 5.5
2019 Behavioral Finances CPR: Susan Buniva & Sandy Cassel 1
2018 VA Legislative and Case Law Update (11th VaCP) 11-12-18 Christopher Macturk, JD 1
2018 UCLA Panel: What’s In It For Me? (11th VaCP) 11-12-18 Del. David Toscano; Robert Merlin, PA; Teresa Cole, JD; and Cathleen Rea, PhD 1.25
2018 The Complicated Marriage of Family Law & Estate Planning and Estate Law Scott Stovall, Esq. 1
2018 Support Redux: Navigating the New Tax Laws and the Emotional Challenges They Create for Spouses (and Teams) (11th VaCP) 11-12-18 Sanford Cassel, PhD; Frank Morrison, JD; Gigi Robson, CPA, CDFA; and Paul Smollar, JD 3.25
2018 Protecting Ourselves & Our Clients from Identity Theft Bryant Harrison 1
2018 Mindfulness Presentation Susan Warner 1
2018 Intersection of the Property Settlement Agreement & the Parenting Plan, Part 2 Mary Owens, Will Fitzhugh, Sandy Cassel & Annelise Petry 1
2018 Interfacing Between Mental Professionals and Lawyers Schenkel, Morrison, Garbee, Baker 3
2018 Business Valuations in Divorce ADFP Course 2
2018 Best Practices for GAL Schenkel,Morrison, Baker 3
2017 Unique Issues and Challenging Valuations in High Asset Cases Estabrook, Cherfoli, Tweel 1
2017 The Psychology of the Wealthy Dr. Dana Cogan Sanford Ain 1.5
2017 The Psychology of Money and its Relevance to Family Law Professionals I was the instructor. 1
2017 Securing Collaborative Clients: Beyond the Elevator Pitch Fauss, Robson, Cassel 6
2017 New Military Retirement Plan for 2018 and Other Pension Issues Maureen Glackin 1
2017 Just How Tenable is your Pension Valuation Zielinski 1
2017 How Tenable is Your Pension Valuation Zielinski 1
2017 Ethical Issues in Representing the Wealthy Thomas Spahn 1.5
2017 Cultivating a Positive Relationship Between Collaborative Prof. & Participants Laura Evick 1
2017 Critical Divorce Strategies for Families with Special Needs Mary Anne Ehlert 1
2017 Creating the Conditions for Growth Lisa Herrick and Kate Scharff 6
2017 Complexity and Protocols:Adapting Collaborative Process in Complex System of Divorce Victoria Smith 5.5
2017 Beyond Hague - International and State Remedies ofr the Return of a Child Kelly Powers 1
2017 18th IACP Forum: Working with the Timid or Lori Gephart and Susan DiGirolamo 3
2017 18th IACP Forum: Resolving Emotionally Charged Conflicts Stu Webb 1
2017 18th IACP Forum: Managing the Middle Class Matrimonial Cantone, Elfenbein, Gerber 1.5
2017 18th IACP Forum: Financial Analysis - Harnessing Technology to Efficiently Facilitate Collection Transparency and Understanding Steven Kaplan 1.5
2017 18th IACP Forum: Ethics Cafe Weiss 1.5
2017 18th IACP Forum: Building a Culture of Collaboration Shaun Dunning 1.5
2017 18th IACP Forum: An Expansive Vision of Collaborative Ethics David Hoffman 1.5
2016 Shame Resiliency Jenny Kuszyk 1
2016 Retirement and Preparation for Retirement During TImes of Uncertainty I was the instructor. 1
2016 Practice Note: Asking Better Questions Tim Ruebke 1
2016 Local Judges and Trends to Consider in Collaborative Cases Laura Evans 1
2016 Financial Prioritization Stephen Hess 1
2016 Ennegram: An Adventure in Self Discovery Yoder and Stickley 1
2016 Enneagram: An Adventure in Self Discovery - Part Two Yoder and Stickley 1
2016 Counseling Clients Through Bad News Prof. Majorie Aaron 6
2015 VaCP 8th Annual Conference Mike Fancher, Christopher Macturk, JD, Sharon Nelson, Esq. and John Simek 6
2015 Retirement, Who Could Have Seen That Coming? I was the instructor. 1
2015 Retirement and Preparation for Retirement During Times of Uncertainty I was the instructor. 1
2015 Having Difficult Conversations: When Your COllaborative Colleagues Aren't So Collaborative Stickley 1
2015 Collaborative Practice: Using Resilience and Attachment Dimensions to Promote Positive Engagement Anne Stewart 1
2015 Coaches: Role Playing and Detailed Discussions About Dealing With Difficult Clients Stickley 1
2015 Coaches: Role Playing and Detailed Discussions About Dealing With Dicult Clients-Phase II Stickley 1
2015 Breaking Down Barriers to Support Donlan,Fauss, Robson,Smollar 6
2015 16th IACP: Behavioral Economics: Helping Your Clients Project into the Future Elaine Chan 1.5
2015 16th IACP Forum: The Neutral Financial Specialist Toolbox in the U.S. Zielinski and Zielinski 1.5
2015 16th IACP Forum: The Financial Neutral's Role in Bringing Clients to Agreement Readiness Collinsworth and Hughes 1.5
2015 16th IACP Forum: Retirement and Collaborative Divorce Zielinski and Diel 1.5
2015 16th IACP Forum: Dignity:Its Essential Role in Resolving Conflict Donna Hicks 1.5
2015 16th IACP Forum: 21st Century Power:Principles, Practices and Positive Change Dacher Keltner 1.5
2014 The People Side of Business Lee Hersch 1
2014 Law for Non-Lawyers Training Al Bonin, Andrea Hirsch & Theresa Mihalik 3
2014 Identification and Management of Personality Disordered Persons Teresa Imani Billingsley 1
2014 Financial Planning Near Retirement I was the instructor. 1
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