The Role of Certified Divorce Financial Analysts in Mediation

When
Friday, February 19, 2016
11:30 AM - 1:00 PM (CST)
Location
Dispute Resolution Center, 5407 North IH35, Suite 410, Austin

Pam Friedman, CFP^®, CDFA^TM, will describe how a CDFA can help divorcing couples mediate a sustainable agreement.

Ms. Friedman has over 20 years of financial planning and investment experience. Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.

Ms. Friedman’s area of expertise is marital financial planning which includes planning for the risk of divorce and educating clients who may be unfamiliar with financial issues and investing during and after divorce. In her book “I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce” available on Amazon, Ms. Friedman uses stories from her practice to explain the consequences of planning for the risk of divorce and what can go wrong when you don’t.

In divorce, Ms. Friedman assists men and women in identifying all the assets of the marriage, including those that potentially may be hidden or under reported. She also provides detailed projections that demonstrate how different financial settlements will impact the client’s family for the short and long term. Lastly, Ms. Friedman helps ensure that other financial areas are addressed such as life insurance, beneficiaries, estate and college planning.

Ms. Friedman has been a regular speaker at meetings of the Austin chapter of the Financial Planning Association (FPA), the Capital Area Paralegal Association, and the Austin chapter of Certified Public Accountants (CPA). She is a member of The Collaborative Law Institute of Texas, Austin chapter of Texas Women in Business and The University of Texas’ BBA and Business Honors Program Alumni Boards. Ms. Friedman earned the designation CERTIFIED FINANCIAL PLANNER™ (CFP^®) in 2006 and Certified Divorce Financial Analyst (CDFA^TM) in 2011. Pam is also a trained family law mediator. Pam holds an MBA, BBA and BA in Finance and Economics from The University of Texas at Austin.

The meeting will begin at 11:30 am for networking and the one-hour presentation will begin at 12:00. One (1.0) hours of CE credit is available to attendees.

The meeting will be at the DRC at 5407 North IH35, Suite 410, Austin. As always, this event is free of charge to all interested people, with a light lunch provided. For non-AAM members, a $5 donation for lunch is suggested.

We look forward to seeing you there!