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August 06, 2024

Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future

Going through a divorce is an emotionally challenging life transition that can deeply impact your finances. Both spouses will have difficult choices to make that will shape each person’s financial future in different ways. Despite the unexpected financial complexities that divorce brings, focusing on five key areas can help set you up for success in the next stages of your life.

In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.

They'll cover:

• Division of the marital home and affordability considerations

• Tax implications of dividing assets

• Health insurance coverage post-divorce

• Impact of divorce on Social Security benefits

• Rules to be aware of for taxable accounts in a divorce settlement

Content Topics

About the Author

Katie (Keary) Marsden

Senior Wealth Advisor

Katie knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short- and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
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