In this episode, I sit down with David Smith, Certified Divorce Financial Analyst®, who shares important post-divorce resources that everyone over 65 needs to know. David also includes a helpful downloadable resource (available below) to guide you through the process.
About David Smith, CDFA®
David Smith, Certified Divorce Financial Analyst® (CDFA®), Divorce Financial Planner, Certified QDRO Specialist™ (CQS™), Collaboratively Trained Divorce Financial Professional, Chartered Financial Consultant (ChFC®), Retired LtCol, USAF Dentist (Military Officer), Past Board Member – Institute for Divorce Financial Analysts™ (IDFA™), Member – Association of Divorce Financial Planners, Member – Florida Academy of Collaborative Professionals (FACP), Member – Amicable Divorce Network (ADN)
Contact David: https://sandoakdivorcesolutions.com/
Downloadable Resource for You
This downloadable resource that you can use to assist with planning ahead of tax obligations and other matters involving your estate.
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Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.
