General Practice, Solo, and Small Firm-Lower Mainland Section and Law Practice Management Section Joint Meeting (In person)

May 15, 2013
Vancouver BC

Veuillez notez, cet événement sera disponible en anglais seulement.
To register for this meeting please click on the "REGISTER NOW" button.  If you prefer another format for this meeting please choose from the listing on the right hand side.

This Section meeting is hosted by the CBABC General Practice, Solo & Small Firm Section and the Law Practice Management Section. Members of the Business Law Section, Civil Litigation Section, Family Law - Westminster Section, Family Law - Vancouver Section and Family Law - Victoria Section are invited to attend this meeting. If you are not a member of these Sections and wish to attend, please complete and return a Privilege Pass to the Sections Department.
 
Topic: Avoid The Financial Cliff, Engage A Divorce Financial Planner
Guests: Cathie Hurlburt and Erika Penner, Founding Members of the Divorce Financial Planners Group, www.divorcefinancialplanners.ca
Time: 12:00pm - 2:00pm
Location: Law Foundation Of British Columbia, #1340 – 605 Robson Street, Vancouver
Cost: $20.00 plus tax (Includes Lunch)
RSVP: Register online by Friday, May 10, 2013.
More meeting details will be available during the registration process.
Agenda

Your clients are making important financial decisions and they are asking you to answer financial planning questions.  Cathie and Erika will address how you and your clients can access financial expertise to respond to their concerns so that clients can come to durable agreements, whatever process your clients have chosen to use.

The entry points for engaging a divorce financial planner are:

  • Information Gathering + Evaluation: Reference - The Divorce Checklist
  • Option Generation + Evaluation: Stories, Financial Planning Process,
        Analysis & Projections, and Long & Short Term Goals
  • Resolution: Post Divorce Tasks, Reference – The Post-Divorce Checklist

Biographies

Erika Penner
  • Certified Financial Planner, Financial Divorce Specialist, Professional Retirement Planner
Catherine Hurlburt
  • Financial Divorce Specialist, Certified Financial Planner, Member of Advocis and the Institute of Advanced Financial Planners
Remote Option (No Charge)
CBABC is committed to making Section meetings widely available. If you are outside the downtown Vancouver area and wish to attend using remote technology, register by Monday, May 13, 2013.

The CBABC provides access to Section activities for all members. The facilities for this meeting are wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC Sections at sections@bccba.org.

We also welcome your suggestions for enhancing the inclusiveness of our activities.
 

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CONTACT INFO

CBABC Sections Department
1.888.687.3404 | 604.687.3404
sections@bccba.org