Crowne Plaza Hotel – Foster City
1221 Chess Dr.
Foster City, CA 94404
12:00PM – 1:30PM
Please join the Family Law Section on Friday, February 14, 2020, for a presentation on Defining and Achieving Realist Financial Goals in Divorce by Clari Nolet CFP®, CDFA®
As a senior wealth advisor at Team Hewins, Clari works collaboratively with other advisors to provide comprehensive financial planning and investment advice to women in transition, individuals and families. In addition, Clari has published a number of articles, and has been quoted as an industry expert in the media. Clari will provide practical tools to help identify and improve clients interaction with money and financial planning through the use of effective financial habit formation. Clari will also demonstrate the value of visualization in financial planning to understand the short- and long-term outcomes of the tough decisions necessitated by the divorce process. Understanding the interaction of the many variables that impact a clients specific financial situation is complex. Visualization can be an effective tool to assist clients in making informed realistic decisions during divorce financial planning, often reducing immobilization and fear. This course will cover specific examples of visualization, including, but not limited to; comparing 4 options for the family home, a lump sum settlement versus support over time and the significant impact of spending in the financial planning process.
Clari Nolet, is a Certified Financial Planner and a Certified Divorce Financial Analyst with Team Hewins in Redwood City. She holds a B.S. in Chemistry from Saint Lawrence University and an M.B.A. in Finance from Suffolk University’s Sawyer School of Management. Clari has focused her practice on assisting women in transition organize and build their financial lives by setting and supporting their goals as they reinvent themselves. Clari routinely assists parties and counsel in family law cases develop realistic financial goals and a plan for attaining those goals. She has worked with family law counsel both as a consulting and testifying expert. Prior to joining Team Hewins, Clari worked with Wealth Architects in Mountain View and Opes Advisors in Palo Alto.
Cost: $45 for Family Law Section members and $55 for non-section members.
Registration: Please log-in on the SMCBA website to register for this event. If you wish to pay by check, please send your check payable to SMCBA, to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events.
If you are sending a check, make sure to note what event you are paying for and the name of the attendee.
No refunds for cancellations less than 24 hours prior to event time.