I am available to serve as the Financial Neutral in Collaborative divorces. I am also able to provide financial support in mediated divorce cases. I can assist couples in valuing their marital and separate assets, modeling the potential impact of proposed settlement agreements short and long term, and considering the tax implications of such agreements. I can assist spouses in creating a budget for before, during, and after divorce. Additionally, in cases where one spouse believes the other is hiding assets I can combine my financial expertise with my 25 years of investigative experience in the FBI to pursue the assets and support the litigation.
Year | Course Title | Instructor | Hours |
---|---|---|---|
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training. | |||
2019 | Introductory Interdisciplinary Collaborative Practice | Theresa Parnell | 14 |
30-Hr Interest-Based Negotiation & Mediation Skills | |||
- | - | - | |
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training | |||
2022 | Financial Neutral Training | Gigi Robson | 3 |
2021 | Helping Divorcing Families Manage the Collaborative Process with Special Needs Children | CPR: Kristen Carlton of Eli’s Village | 1 |
2020 | Managing Healthcare Expenses in Retirement | CPR: Tyler Dove, NorthBank Partners | 1 |
2020 | Collaborative Success Stories | CPR: Sanford Cassell | 1 |
2020 | CPR Meeting Case Study | CPR: Donita King | 1 |
2020 | CPR Meeting Case Study | CPR: Barbara Ter Haar | 1 |
2020 | CPR Meeting Case Study | CPR: Barbara Picard | 1 |
2019 | Wisdom is Knowing a Mistake When You Make it Again | CPR: Sandy Cassel | 1 |
2019 | Social Media Marketing Tips | CPR: Shelly Bandis (Raspberry Consulting) | 1 |
2019 | Savvy Social Security Planning | CPR: Alan Dole, MBA (with Equity Concepts) | 1 |
2019 | Group Discussion on the Role of MHPs in the Collaborative Process | CPR: Sandy Cassel (facilitator) | 1 |
2019 | Case Conference | CPR: Barbara ter Haar & Susan Buniva (facilitators) | 1 |
2019 | Behavioral Finances | CPR: Susan Buniva & Sandy Cassel | 1 |
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced) | |||
2022 | Understanding Full Disclosure | CPR: Stephanie Smith | 1 |
2022 | Panel Discussion w/Financial Neutral | CPR | 1 |
2022 | How not to get Hacked | Bryant Harrison | 1 |
2022 | Case Conference | CPR | 1 |
2021 | Stigmas: Gaining More Awareness of What We Might Not Know | CPR: Annette Graham, Barbara Picard and Lynne Einhaus | 1 |