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Whether your office helps clients with divorce financial planning or you just want to know how to prepare your clients for the divorce financial planning process, this webinar will show you an organized process to prepare the client for negotiation, tax reform’s impact on a 2018 negotiation, and what a client should expect in terms of escalation of the process under good, bad, and difficult circumstances. No one wants to go through divorce but when a family has decided to go forward differently, learn how to help them manage this very tough financial and life transition.
Cristina Johnson (Johnson Electronics & Machinery, Inc.)
"This was very informative, I think it easily could have continued to 1.5 hours or even 2 hours, if the presenter is willing for future sessions. Very knowledgeable, and very approachable in her presentation. I really enjoyed this webinar and appreciate everything that was shared!"
Isabel Smidy (isabel smidy cpa mst)
"Of all of the CPAAcademy classes I have taken this presenter was by far one of the VERY Best. She was intelligent, articulate, very interesting and her personal experience while not relevant provided focus for the Divorce industry. I very much enjoyed this class. Thank you."
Frank Gallo (FGMI)
"Bonnie did a Great Job presenting, offering my only her learned knowledge but also her personal life experiences. It really puts it in prospective. Thank you Bonnie, Frank"
Wanda Green (Wanda E Green - Tax & Notary Service)
"This webinar was very informative. I would definitely look for a part two and I would watch the webinar again and completely keep the learning material close."
Monique Nicole Desir, EA (M N Tax Resolution Svcs)
"Great Webinar! The information presented was very helpful. Bonnie was very effective and Knowledgeable. Thank you so much for the fantastic session..."
Larry Hall (Self-Employed)
"Bonnie did an outstanding job including all aspects for the subject matter which only could be obtained from a deep understanding of the topic."
Denia Amador (Amador Services Group LLC)
"The presenter was clear and concise. A lot of information to retain, however, the presenter did it very well in the time allocated."
Steven Fafel (Leonard Fafel, CPA PC)
"Excellent seminar, did not realize that this was going to be a further possible revenue generating opportunity for our firm."
Bonnie Sewell, CFP, CDFA , AIF
American Capital Planning, LLC
Fee-only Financial Planner And Financial Freedom Expert
bonnie@americancapitalplanning.com
(703) 771-0905
Bonnie was raised in a single family home in the wealthy hamlet of Clarendon Hills, IL, 15 miles west of Chicago. A small town of 7500, it was common in the 1960's to refer to such homes as 'broken'. While the family was often broke, her loving home was never broken. She endeavored to understand money: how it works, how it can work for you, and most importantly, how to use it for good, whether for your personal family goals or something even larger. Bonnie has been working with families and individuals since 1990 and earned her Certified Financial Planner designation in 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified Divorce Financial Analyst designation, CDFA™. She served 3 years on the National Board for the Financial Planning Association, served on the Foundation for Financial Planning board, and served as President on the Board of Directors for the non-profit Loudoun Therapeutic Riding. She has also been a volunteer advisor for families in the Building Homes for Heroes program. Bonnie earned a Master’s degree in Financial Planning and keeps current through at least 30 hours of professional continuing education each year. As the 3rd generation of women business owners in her family, Bonnie has expertise in helping men and women meet their wildest dreams. In business ~ she can help you plan, build or exit your business profitably, she helps divorced clients keep and grow their settlements, and guides widows and widowers in their new lives.
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