“The Marital Home and Divorce – Issues, Pitfalls and Tax Implications” – Breakfast Meeting

7:30 – 8:00 AM          Meet and talk with other professionals – Share ideas

                                    Make new contacts – Enjoy full buffet breakfast

 8:00 – 9:30 AM          Lecture and Discussion

What to do with the marital home – sell, keep or attempt a buyout?  Each option has inherent risks and hidden dangers that could negatively impact your clients, their family and the desired outcome of the separation agreement.  In today’s challenging lending environment, it is prudent to address the housing issues up front so that all options can be explored and analyzed to find one that works best for the family. 

This seminar will focus on ways to resolve the housing dilemma by looking at a wide range of issues that may ultimately impact your clients: Impact of Financial Reform and Dodd-Frank Act; Lending guidelines, Child Support and Alimony; Housing Options and Solutions through Financial Analysis; Mortgage, Financial Issues and the Separation Agreement

Speakers

Barbie J. Jetter is a Senior Mortgage Loan Officer at Washington Trust Mortgage Company, a Certified Mortgage and Divorce Planning Professional (CDPP), Certified Professional Life Coach (CPC), and holds an MS degree in Counseling from Boston University. She has worked either as a Mortgage Broker or a Mortgage Banker resolving client’s housing issues for over 11 years.  In addition, Barbie has been an Allied Member of the Massachusetts Collaborative Law Council and Treasurer of the Southeastern Collaborative Practice Group. 

Diane C Pappas, CDFA™  is a Principal at Solutions for Divorce, a boutique, fee-only divorce financial planning firm serving the North Shore, Merrimack Valley and Metrowest areas. Diane is a Financial Planner, Certified Divorce Financial Analyst™, a collaborative Financial Neutral and trained Mediator.

Working with her clients, in conjunction with attorneys and mediators, Diane addresses all the tax and finance issues associated with the divorce process ultimately helping the team arrive at a more fair and equitable settlement. Additional focus areas include Special Needs divorce planning and post-divorce financial planning.

Diane is a member of The Divorce Center Board of Directors, the Boston Chapter of ADFP, MCLC, MCFM and Essex County Estate Planning Council.

Register at: The Marital Home and Divorce

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