April 20, 2016 Breakfast Meeting Announcement
The Dollars and Sense of Divorce
Presented by David Hamra, CFP ®, CDFA, Robert Michael Hersch, Attorney at Law and Priscilla Misner, LCSW
* Divorce statistics and costs
* Legal, emotional and financial aspects of divorce
* Four ways to end a marriage
* Client expectations and critical issues
* Three sources of money in divorce
o Marital property
o Spousal support
o Child support
* Property division - separate or marital?
* Dealing with the marital house
* Financial investments
* Retirement plans
* Transfer of property
* Spousal support/alimony issues
* Child support issues
* Social Security
* Tax issues
* What not to do and what to do
Wednesday, April 20, 2016
(NOTE: This is the 3rd Wednesday of the month)
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
FPA of Southern AZ
Members $20 / Guests $30
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE
RSVP to Gerry Oldenski by Friday,
April 15, 2016 at
To prepay with a credit card go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speakers:
David Hamra, CFP ®, CDFA
is the founding principal of Gordian Advisors. The consistent themes throughout his career have been leadership, communication, client relations and navigating change.
After two stints in retail banking, Dave spent nine years as a principal with The Vanguard Group of Investment Companies, beginning as the assistant to John C. Bogle, Vanguard's chairman. Dave managed a number of groups serving institutional investors and 401k sponsors and was instrumental in establishing Vanguard's first satellite operations in Phoenix. After leaving Vanguard, he served as Chief Administrative Officer of Bradford & Marzec, Inc., a Los Angeles institutional fixed income management firm that grew from $3.5 billion in assets under management to over $6 billion during his tenure. Dave returned to Arizona in 1999 and joined Greenberg Financial Group, a Tucson investment advisor and broker-dealer, as a principal and compliance officer.
In October 2002, he established Gordian Advisors with the goal of working more interactively and educating clients while guiding them through financial issues. Comprehensive financial planning is the perfect fit for Dave's diverse background as well as his deep commitment to offering an alternative to traditional financial advice.
Robert M. Hersch - Robert graduated from Seattle University Law School in 1977. He began his private law practice in 1988 after working for several years as an Assistant Tucson City Attorney and as corporate counsel for a real estate firm. Robert has extensive divorce mediation training and for the past 18 years has participated as a mediation trainer. Robert's law practice focuses on divorce and family law, real estate, business and estate planning, so he has expertise in the various areas of law that affect divorcing couples. Robert is one of the founding members of the Collaborative Law Group of Southern Arizona.
Priscilla Misner, LCSW, is a Licensed Clinical Social Worker who has been practicing in Tucson for over 25 years. After earning a Psychology degree from Stanford University and a Master's in Social Work from the University of California at Berkeley she returned home to Tucson to begin her work with children and families. She is one of the founders and clinicians at Esperero Family Center here in Tucson, and is recognized as an expert in the field of Attachment and Bonding. Priscilla specializes in healing family and parent/child relationships, and other stressful life events that affect the family. This specialty has led her to participate in the field of Collaborative Divorce, which is consistent with her focus on what is best for the child and family.