2 hours CFP CEs
“Personal Financial Planning for Divorce”
Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC
This two hour session will cover many divorce issues: What is marriage and divorce? Strategies during divorce. Income taxes: alimony and child support. Divorce can be taxing. Retirement strategies including retirement plans - 8 Critical Elements to Think About. Valuation issues. Asset selection and investing.
Mr. Rattiner is president and chief executive office (CEO) of Rattiner’s Financial Planning Fast Track®, Inc. and The JR Financial Group, Inc. which is a multi-purpose holding company with offices in the Denver and Phoenix metro areas serving consumers and the financial services industry. He has the following education, degrees and certificates: Bachelor of Business Administration with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York; Master of Business Administration in Certified Public Accounting from Hofstra University; Certified Financial Planner education from New York University; Certified Financial Planner (CFP) Certificant with the CFP Board of Standards in Denver, CO; Certified Public Accountant in New York, Colorado and Arizona; Insurance Broker.
WEDNESDAY, September 24th
Chapter Meeting: 2:30 to 5:00 pm;
5:00-6:00 Social Hour
at Phoenix Country Club (7th St. & Thomas)
2 hours of CFP Continuing Education
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: 9:00AM - 1:00PMPhone: 480-483-9035Fax: 480-922-5283
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