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How Pearl Planning Can Help Your Client Fill out the Financial Disclosure Form
At Pearl Planning, we applaud Michigan for (finally) requiring divorcing clients to complete a financial disclosure form. However, despite the added transparency this provides and the easier it makes our job, we realize this creates an extra layer of stress for family law attorneys.
In this informative webinar, Jacki Roessler, Certified Divorce Financial Analyst®, Melissa Fradenburg, CDFA®, and Melissa Joy, CFP®, CDFA®, Founder of Pearl Planning, show you (via zoom screen share) how we partner with attorneys to that this off their plate.


While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.

Jul 22, 2022 10:00 AM in Eastern Time (US and Canada)

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