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Advising Clients Divorcing After 50 #195625

Course Overview

Credit

Amount

CFP^®

CDFA^®

Course Author: Janice Green JD Field of Study (CFP): Financial Planning Field of Study (CDFA): Financial Planning (Divorce)

Course Description

This is a Beacon Hill Course-in-a-Book^TM title: A self-study CE course that is based on an industry book that is popular with financial professionals.

For this Course-in-a-Book^TMtitle, you have two purchase options:
– Purchase the “Hardcopy (paperback) Book (mailed), Online Exam” or
– Purchase the “Online Exam ONLY (You Have the Book/eBook)” – In this case you already own the book or you will be purchasing the eBook from the publisher.

Course Description
This course was updated on 1/1/2025.
This course and exam are based on the book Divorce After 50 by Janice Green, J.D. (6th e., 2025, Nolo).

This course covers the emotional and financial challenges faced by clients who divorce later in life and who can face complicated issues of blended families, health care concerns, and retirement planning.

The course addresses:

Divorce options (including mediation and collaborative divorce)
How to receive the best guidance from lawyers
Dividing marital property fairly
Retirement plan rules
Spousal support (alimony)
How divorce affects estate planning
Keeping good health care through various plans, including the Affordable Care Act and Medicare

Table of Contents

How Did I Get Here? The Rhyme and Reason of Late-Life Divorce

Why Is This Happening?
Bitterness Is Not Your Friend

Getting Guidance - The Professional Side

The Role of Lawyers in Divorce
Working With a Divorce Lawyer
Unbundled Legal Services: The a la Carte Approach
Working With Other Advisers

Getting Guidance - The Personal Side

What You May Hear From Your Spouse, and How to Respond
Family and Friends
Adult Children and Divorce
Surrogate Decision Making: When a Divorcing Spouse Needs Extra Help
Getting the Help You Need

Your Divorce Options

Alternatives to Divorce
Litigation
Arbitration
Mediation and Collaborative Divorce

Marital Property: Steps to a Fair Division

Four Steps in Analyzing Marital Property
Identify
Characterize
Value
Divide
Basic Financial Principles
The Next Phase

The Big-Ticket Items: Your Home, Your Retirement, and Your Family Business

Your Home
Demystifying Retirement Plans and QDROs
Businesses and Professions

More About Assets - And What They're Worth to You

Liquid Assets
Nonliquid Assets
Employment Benefits: Beyond Retirement
Personal Property
A Major Accomplishment

The Bad News: Debts and Taxes

Identifying and Characterizing Debts
Types of Debts and How to Divide Them
Bankruptcy
Don't Forget the Tax Consequences
Taxes in the Year of Divorce
How Taxes Affect Value

The Health Care Puzzle

Early Warning
Group and Individual Coverage
Health Insurance Under the Affordable Care Act
COBRA and Similar Military Coverage
State Insurance Risk Pools
Medicare
Medicaid
Long Term Care
Bridging the Gap

Your Financial Survival

Budgeting - The Four You've Gotta's
Exploring Potential Income Streams
Being Inventive in Your Financial Life

Estate Planning and Divorce

Before the Divorce: Beware the Traps
During: Watchdogging the Status Quo
After: Taking Care of Business

The End Game: Finishing Up and Moving On

The Marital Settlement Agreement
Post-divorce Details
Moving On
You, Divorced

Survival Stories

Survival Stories
Your Survival Story

Appendixes

A. Inventory of Assets and Liabilities
B. Assessing Your Living Expenses

Index

Course Details

Author: Janice Green, J.D.

Janice L. Green is a family law attorney who has practiced in Austin, Texas, for more than 30 years, the last 26 as a partner in the AV-rated boutique family law firm, Farris & Green. She is Board Certified in Family Law by the Texas Board of Legal Specialization, a Fellow in the American Academy of Matrimonial Lawyers, named to Best Lawyers in America, and a Texas Monthly Super Lawyer. She is a frequent lecturer and published author of more than 40 articles on family law. Green is an Honors graduate of the University of Texas School of Law and Phi Beta Kappa graduate of the University of Texas. While continuing to reside in Austin, she makes time to escape to her cabin home outside Pagosa Springs, Colorado, to garden, write, and relish mountain sunsets.

Publication/Revision Date: 1/1/2025

Course Exam Questions (online): 45 (multiple-choice)

Program Delivery Method: Self-Study

Available Formats of Course Text: Hardcopy (paperback) book sent in the mail or eBook purchased separately from the publisher

Course Level, Prerequisites, and Advance Preparation Requirements

License	Course Level	Prerequisites	Advance Preparation Requirements
CFP®	Overview	None	None
CDFA®	Overview	None	None

* This program is appropriate for professionals at all organizational levels.

Sponsor ID Numbers

CFP Board Sponsor I.D.: 1008 — Course I.D.: 245563

Registered with the Institute for Divorce Financial Analysts

Learning Objectives

As a result of studying the course material, you should be able to meet the objectives listed below:

Differentiate between the various divorce options (including mediation and collaborative divorce)
Determine how to receive the best guidance from lawyers
Recognize how to divide marital property fairly
Recall retirement plan rules
Identify key elements of spousal support (alimony)
Understand how divorce affects estate planning
Recognize how to keep good health care through various plans, including the Affordable Care Act and Medicare

Online Exam ONLY (You Have Book/eBook)

$79.00

Hardcopy Book, Online Exam

$107.00