What is a CDFA and why(almost) every divorce needs one

Date: Thursday, March 16, 2017
Time: 8:00am - 10:00am
Location: Holiday Inn LPGA
Speaker: Laurie Taylor, Certified Divorce Financial Analyst

Join us at EPCFC's 10th Anniversary Meeting!

Laurie Taylor, Certified Divorce Financial Analyst – Laurie has a vast wealth of knowledge with advising clients on distributing financial assets when a marriage is ending.

 As a Certified Divorce Financial Analyst® (CDFA®), Laurie works with divorcing clients and their attorneys to determine the short-term and long-term financial impact of financial settlements helping them to avoid common divorce pitfalls and tax mistakes

 Laurie has worked in the financial services industry for the past 10 years attaining comprehensive knowledge of banking, insurance investments, and financial planning.  She has obtained several Securities Licenses (Series 7, 6, 66, 63, 26) and the Florida Life, Health and Variable Annuity License.

Laurie is affiliated with Anchor Certified Financial Planners in Ormond Beach. 

Guests are always Welcome! You need not be a Member.
 
Cost: Free to Members who have renewed for 2017. RSVP still Required. $25 Guests

Reservations: If you have any questions, please feel free to contact us at  rsvpnow@epcfuncoast.com or call Jane Eddy at 386-453-5934 or use the new "Register Now" Blue Button below...

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