When It Hits the Fan: How to help your clients before, during and after a divorce
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Divorce can be a challenging time for our clients. Their relational and financial worlds get tossed upside down. Living arrangements change, financial statements change, responsibilities for managing money change. How can you, as an advisor, help your client navigate that change? We have brought together a panel of local experts from the legal, accounting and financial advisory fields to talk about nuts and bolts of a divorce how we can help our clients navigate the process.
Registration for in-person attendance will close at 5 pm on Friday, January 13th.
About the Panel:
Christina Lynn, CFP®, AFC®, CDFA®
Christina is a wealth management consultant and researcher. Her financial planning style can be described as holistic and evidence-based, with a focus on life-planning and innovation. She works full-time for Mariner Wealth Advisors as a Practice Management Consultant and is also a part-time wealth management lecturer at Columbia University. She previously owned and operated her own divorce financial services firm and also worked as a financial planning practitioner.
Christina is currently a doctoral candidate in personal financial planning at Kansas State University. Her research interests include behavioral finances, divorce finances, and digital assets. She strives to incorporate her research skills and knowledge into her work in wealth management. Likewise, she utilizes her experience as a financial planning practitioner to inform her academic research. She has been published in the Journal of Financial Planning and Counseling, as well as the Journal of Financial Planning.
Tim Stotz, CPA, CVA
Tim Stotz is a licensed Certified Public Accountant with more than 30 years of experience assisting clients with their business tax and consulting needs. As a Partner at Woltman Group, PLLC, he specializes in tax and accounting services, consults with owners on business transitions, and provides business valuation services. Tim is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts. He is a member of the American Institute of Certified Public Accountants and the South Dakota CPA Society. Tim stays active in the community by serving on boards and volunteer work. When he is not at work, Tim enjoys hunting, fishing and KC Chiefs games.
Shelly Munson
Shelly has practiced law with Woods Fuller law firm since 2007, after clerking with the South Dakota Supreme Court in Pierre. Shelly regularly represents clients going through divorce, custody, alimony, property division, guardianship/conservatorship, child support, and other family law disputes. Outside of the courtroom, Shelly remains busy as an active parent of four children “who are involved in almost every activity available” and tries to catch as many Vikings, Twins, and Timberwolves games as possible. Shelly also enjoys teaching religious education and being a member of the St. Nicholas finance council.
