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April 25 Chapter Luncheon – Your Silicon Valley Clients are Getting a Divorce, Now What?
April 25 @ 11:30 am - 1:30 pm
Your Silicon Valley Clients are Getting a Divorce, Now What?
In the United States, the divorce rate is 40% to 50%. For those who work in the financial services field, it is likely that you have clients who divorced or are in the process of divorcing. This presents a whole host of challenges for the client and his/her advisor. This presentation will explore the impact of the 2017 Tax Reform Act, an overview of the divorce finance analysis process, the unique Silicon Valley asset division categories, and sample case study applications.
About the Speaker, Karen Sparks, Esq.
Divorce Financial Strategists™
Karen D. Sparks, CDFA®, J.D. is the principal and owner of Divorce Financial Strategists™. Ms. Sparks has over 20 years of professional experience in the legal field providing senior level paralegal support and in the business sector as a CFP/Business Manager providing all aspects of financial oversight and project management support. In 2010, Ms. Sparks obtained her professional designation as a Certified Divorce Financial Analyst® from the Institute of Divorce FInancial Analysts®, which currently has over 5,000 CDFA® practitioners across the United States and Canada. As a CDFA®, she can accomplish her primary objective to help clients establish and maintain financial health even in the midst of a difficult life challenge such as divorce or separation. She serves clients locally throughout the state of California and nationwide for divorce and separation financial analysis as well as post-divorce financial implications.
She is the co-author of the “Stress Free Divorce Vol. 1” published in April 2017. Additionally, her published work includes articles in the Divorce Financial Analyst Journal, Family Lawyer Magazine, and as a contributing financial expert for Investopedia and Worthy.com.
Join Us on Thursday, April 25, 2019 at 11:30a.m. at The Capital Club
Registration and Networking – 11:30a.m.
Program – 12:00p.m. – 1:30p.m.
The Capital Club
50 West San Fernando Street, San Jose
Society FSP Members: $35
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