Upcoming Special Events

 

 

Past Events

 

April 17, 2017, 7-8pm

NAVIGATING YOUR DIVORCE

Learn about divorce options and how to avoid making financial mistakes.

with Seminar Leaders:
Karen Bosshart, Divorce Attorney and Mediator
Ilene Amiel, Certified DivorceFinancial Analyst

Registration is required.
Call (914) 980 0898 or email
ilene@divorcefinancialconsultant.com

 

 

January 21, 2017


Financial Pitfalls to Avoid During Divorce with Ilene Amiel, CDFA (Certified Divorce Financial Analyst) 7:00-9:00pm, cost $75.

Learn how to avoid making financial mistakes during the divorce process and discover practical ways to minimize your legal expenses.

During the two hour workshop you will learn:

  • Options for divorcing including:
    Mediation, Collaborative Divorce, and Litigation
  • How to create pre and post-divorce budgets
  • Which and how to gather the necessary documents for your attorney
    or mediator
  • Steps to take to create a strong financial identity and credit score
  • Actions to take to help safeguard your child and spousal support
  • Tax implications of selling your home, spousal support, and more

Ilene Amiel is a CDFA (Certified Divorce Financial Analyst) who helps divorcing individuals with the financial aspects of their divorces. Ilene Amiel, CDFA is a Divorce Financial Consultant with over 20 years of experience managing finances. Ms. Amiel has a BSBA from Boston University’s School of Management.

For more information and/or to register, send an email to ilene@divorcefinancialconsultant.com or call 914-980-0898. www.divorcefinancialconsultant.com Space is limited, so please register early to reserve your spot for this very important workshop.

 

Past Events

Bill Donaldson offered a special workshop on Taking Control: A Divorce Financial Workshop for Women

Click here to download flyer in PDF format, for more information.

 

Bill DonaldsonBill Donaldson, CFP®, is  founder of Donaldson Financial Wellness Network, LLC located in Westport, CT. He takes a holistic approach to wealth management with a mission to help his clients achieve peace of mind in all areas of their life. In addition to the Certified Financial PlannerTM designation, Mr. Donaldson is also a Registered Investment Advisor, Registered Securities Principal and has advanced training as a divorce mediator and as a financial specialist in the collaborative divorce process. He also lectures both locally and nationally on the topic of divorce taxation.

Mr. Donaldson is President of the Collaborative Divorce Team of CT and is a Past-President and current Treasurer of the CT Council for Non-Adversarial Divorce. He completed the Master of Science in Taxation (MST) program at the University of New Haven in November of 2010. He currently lives in Newtown, CT with his wife Kristen and young son Robert. Contact Bill by phone, 203.221.2848 or through his website, www.DonaldsonFWN.com.


Photo by Susan Ahlstrom